Retain & reward customers

Show up for the moments that matter

Celebrate birthdays, anniversaries, and milestones automatically — and keep your best customers feeling valued, without the manual work.

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Why customer milestones get missed

Acquiring a customer is expensive; losing one is worse. But remembering every milestone and sending something thoughtful at the right time is impossible to do by hand at any real scale.

How Portifer automates occasion gifts

Portifer triggers the right gift at the right moment — per contact or per campaign — so every customer feels remembered and your team never misses a date.

See the full Occasions platform

Best for

  • Teams sending recurring gifts for birthdays, anniversaries and milestones
  • Programmes that need an approval step before each send
  • Tracking deliveries and budget across occasions

Not a fit if you need

  • A points-based loyalty programme
  • Gift cards or e-gifts

What you get

Never miss a moment

Automate the dates that build loyalty.

  • Birthdays, anniversaries, milestones
  • Per-contact or campaign-wide dates
  • Smart scheduling with weekend shifts

Gifts they'll remember

Make every send feel personal.

  • Curated boxes and recipient choice
  • Personalized messages
  • On-brand, every time

Set it and trust it

Run on autopilot with control.

  • Recurring cycles per occasion
  • Approve or skip before each send
  • Budget tracking built in

See the impact

Tie gifting to retention.

  • Delivery and engagement analytics
  • An upcoming-deliveries dashboard
  • Exportable reports

Why teams retain with Portifer

Auto
occasion scheduling
1:1
personalized sends
Tracked
delivery per recipient
GDPR
export, deletion and DPA

Keep your best customers close

Automate the moments that build lasting loyalty.

Start giftingTalk to sales