Birthday campaigns are engaging and personalized campaigns to let customers know that you care about them and their needs. Personalization is integral to a marketing strategy to fetch and retain customers for longer. Marketing automation has made it possible to create personalized campaigns and automate them to schedule them for a specific period. Read this article to learn more about the configuration of the birthday campaigns in NotifyVisitors.

Collect the birthdates of users

You can pass the birthday data by integrating our javascript code, or you can use NotifyVisitors user API to pass the same. To know more about it, click here.

How to configure birthday campaigns in NotifyVisitors

NotifyVisitors enables you to schedule and automate birthday campaigns for all your users.

1. Navigate to the NotifyVisitors dashboard > Segment > Create New Segment.

2. On the page that appears, simply scroll down to the Pre-Built segment section and select "Special Occasions" from the dropdown.

You’ll find three birthday segment options: "Users whose birthday is today," "Users whose birthday is tomorrow," or "Users whose birthday is in 7 days.” Feel free to pick any of these options by clicking the “Create segment” button.

3. After clicking the “Create segment” button, you'll be taken to the segment editor. If you wish to specify different days than those provided, you can select any of the predefined segments and adjust the number of days in the value section.

You'll also notice that the precomputed option is selected for this birthday segment. This feature ensures your segment stays updated by automatically adding or removing users who fit the criteria.

4. Once you are done, click the create button, give your segment a name, and lastly publish your segment.
5. When you’re done with the Segment step, it’s time to create your recurring birthday email campaign. First, click on the three-dotted action button right next to your above-created segment and select Campaigns.

Here, select the “Email” option to begin the campaign creation process.

6. Once you click on the email, you will enter the campaign editor, allowing you to create a birthday campaign.

To effectively create an email campaign, you must go through the following five stages:

1. On the Recipient page, you have to fill in details in the Campaign Information, Recipients, and Tracking sections. After filling in these details, proceed to the Content section.

2. On the Content Page, you need to include the essential content information, such as Sender Name, Sender Email, Subject (like Happy Birthday), and Service Provider.

Template setup: You have 4 different options to design your campaign, including rich text, HTML, AMP HTML, or Drag-and-drop editor.  

Also, you can mention any birthday gift vouchers or discount offers that can add a little extra joy to their celebration.

Now, click on the “Continue to review” button. 

3. On the Review page, you can check all the details you've entered during the first two steps.

Now, click on the Send/Schedule button to proceed further.

4. In the Send/Schedule tab, select the “Recurring” option. Next, select your time zone and select the daily option from the “Schedule” menu dropdown. Lastly, select the time zone as per your preference (some businesses prefer wishing at 00:00 or some at regular business hours like 8 or 9 a.m.)

Conclusion

Configuring birthday campaigns in NotifyVisitors is a seamless process that allows you to create personalized, automated messages to engage your customers on their special day. By collecting birthdate data, creating pre-built birthday segments, and designing tailored email campaigns, you can enhance customer relationships and boost loyalty. Automating these campaigns ensures timely delivery, making your customers feel valued while saving time and effort for your marketing team. Start setting up your birthday campaigns today and add a personal touch to your customer engagement strategy with NotifyVisitors.