How to Set Up an Automated Birthday Campaign

Automate your birthday campaigns so that each contact gets greetings or discount offers on the right day. You can schedule campaign send time before the actual date to give customers time to take advantage of your offer.

In the eSputnik system, you can set up a birthday campaign in two ways:

  • send it to a segment;
  • include it in a workflow.

Before getting started with settings, you need to create a birthday campaign and save it in the system.

Birthday email template

You also need to import contacts. Make sure to check the correctness and validity of the contact data: name, email address, date of birth, phone number (for SMS and Viber campaigns).

How to Send a Birthday Campaign to a Segment

1. Go to Contacts > Contact segments, and click Add a segment.

How to send a birthday campaign to a segment

2. Choose Dynamic, and click Create.

Create a dynamic segment

3. Fill the fields and click Next:

  • title: will be displayed in the general list;
  • segment purpose: for what campaigns the segment will be used;
  • tags: for segment filtering.

Fill in general properties

4. Click Add card. In Fields > Personal > Date of birth, choose today ignoring year.

Date of birth

5. To see all the contacts included in the segment, click Preview contacts in the segment.

Preview contacts

6. Click Done. The segment will be saved, and you will be able to see it in the general list in Contacts > Contact segments.

Contact segments

Note. Contacts are updated every day based on this condition. Only contacts with a birthday on the corresponding day are included in the segments. The segment is updated at 3 a.m.

7. To launch a campaign, click Create campaign and choose the necessary email.

Create campaign

8. In Send options below, click Schedule, choose Every day in Recurrency, schedule the launch of the campaign, and confirm scheduling by clicking Schedule.

Send options

All scheduled campaigns are listed in Campaigns > Scheduled campaigns. If there are no contacts in the segment on any day of sending, the email won’t be sent to anyone.

Scheduled campaigns

How to Send a Birthday Campaign from a Workflow

1. Go to Automation > Workflows, and click Add new workflow.

Workflows

2. Create a workflow and save. (See How to create a workflow in the eSputnik system, General blocks description, Condition blocks description, Action blocks description)

Workflow

Note. In email settings, you need to choose the message to be sent.

Message

Important. Since segments are updated at 3 a.m, the workflow will be launched at the same time. To avoid bothering your customers at night, set a delay block and specify the desired send time.

Time

3. The saved workflow will be shown in Automation > Workflows. Click Trigger configuration > Regular, and choose the necessary segment. Choose once a day and each time in the corresponding settings, and click Apply.

Triggers

4. To launch a workflow, click Start.

Start a workflow

Workflow Options

Apart from the standard birthday greetings, you can create different workflows that will help make a gift for the customer, for example, promo code, sales discount, etc.

Birthday greeting

Such a campaign should be sent a few days before the birthday. To send it, create the following segment:

1. Go to Contacts > Contact segments, and click Add a segment.

Segments

2. Choose Dynamic, and click Create.

Dynamic segments

3. Fill the fields and click Next:

Fields

4. Click Add card. In Fields > Personal > Date of birth, choose in X days, and enter 5.

Date of birth

5. Save the segment, and launch the campaign as described above. Contacts from the segment will receive the birthday campaign 5 days before their birthday.

Note that Email is not the only channel you can use to congratulate your customer. You can also use SMS, Viber, Web Push, or Mob Push, or combine any channel in any order. For example, you can send a Viber message to contacts who haven’t opened the email within 2 days:

Add Viber

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