Sending offers to your contacts before their birthday is a great way to send personalised communications and make them feel valued. It's also a great way to increase your bookings. Birthday automations are one of our most effective automations and we've setup a template which we'll show you how to setup below.
- Once logged in to your account, select the + button and choose Create an automation
- Select the Start next to Happy birthday
- The template is setup to send an email at 10am every day to any contact who has a birthday coming up in 7 days.
- Optional: To edit what time the email is triggered, hover over Date / Time and select the edit icon
- Optional: To edit what day the email is triggered, hover over Contact Field and select edit.
- Hover over email and select the pen edit icon.
- Set the subject to something bouncy and celebratory, and type in the email address you'd like your customers to see when they receive the email, as well as you or your company's name.
- Leave the Reply to field blank and Frequency to Always Send.
- Ensure the Ignore Opt-out status if unchecked.
- Select an existing template or build one yourself. Save the template to a new campaign folder called 'Birthday Automations'.
- Select Save
- Select Save & Close
Common Modifiers
Only people in specific tags get the birthday email
You might have a loyalty or VIP program, or just want to target a subset of your customers having a birthday. In that case, we can create another criteria that filters out anyone that doesn't have a specific tag.
- Add a Contact Field criteria under the Yes option for the first Contact field
- Select the first field and select Tags
- Ensure the second field says equals and then select whatever tag you'd like to target
Your updated flow should look something like this