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Campaign Quickstarts
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- Campaign Quickstarts
- Happy Birthday Campaign
Happy Birthday Campaign
Updated
by Christy Cook
Wish your customers Happy Birthday with an automated campaign. Just follow our steps below.
STEP ONE: Create a Dynamic Segment with our template
- Navigate to Segments from the top navigation bar
Contacts > Segments
or from the home dashboard button.

- Click on the hamburger menu for more options and select
> Templates
- Click on the
Today's Birthdays
link and then clickCreate Segment
.

Click here for more help with creating and working with dynamic segments.
STEP TWO: Create a Campaign
- Navigate to
Campaigns > Create Campaign
- Name the campaign Happy Birthday. Click
Create Campaign
.
Click here for more help with creating and working with Campaigns.
STEP THREE: Create a Happy Birthday Email or Text Message
- From within the campaign, select the Assets tab and then click
+ Add Asset.
- Create an email or text message for your customers to receive on their birthday.
- Click
Save & Close
.
Click here for more help with creating text messages or creating an email with the email designer.
STEP FOUR: Create Autopilot Automation
- From within the campaign, select the Autopilot tab and then click
+ Add Automation
. - Name the automation Happy Birthday Automated Message or whatever you like.
- From the Triggers tab, drag and drop the trigger When added to this campaign onto the canvas.
- From the Actions tab, drag and drop the action Send a text message or Send an email onto the canvas overlapping the previous step so it will drop into place. Select the text message or email to send and any restrictions on the day and time from the menu to the right.
- From the Triggers tab, drag and drop the trigger When time has passed onto the canvas overlapping the previous step. Select 3 days frome the drop down menu for time passed.
- From the Actions tab, drag and drop Remove from campaign onto the cavans overlapping the previous step. Select the campaign from the menu on the right.
- Click
Save Changes
from the top right of the screen and then click the back arrow next to the automation name.

- Now, slide the button to enable the Autopilot automation.

Click here for more help with creating automations with Autopilot.
STEP FIVE: Assign birthday segment to the campaign
- From within the campaign, click on the hamburger menu in the top left to edit the campaign.
- In the Segments box, select the Today's Birthdays segment from the drop down list.
- Click
Save & Close
.

You're all set!
Your customers in the Today's Birthdays segment will automatically populate as Leads in the campaign and recieve your birthday message. After 3 days, they will automatically be removed from the campaign and get added again next year on their birthday.