Happy Birthday Campaign

Christy Cook 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

  1. Navigate to Segments from the top navigation bar Contacts > Segments or from the home dashboard button.
  1. Click on the hamburger menu for more options and select > Templates
  2. Click on the Today's Birthdays link and then click Create Segment.

Click here for more help with creating and working with dynamic segments.

STEP TWO: Create a Campaign

  1. Navigate to Campaigns > Create Campaign
  2. 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

  1. From within the campaign, select the Assets tab and then click + Add Asset.
  2. Create an email or text message for your customers to receive on their birthday.
  3. 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

  1. From within the campaign, select the Autopilot tab and then click + Add Automation.
  2. Name the automation Happy Birthday Automated Message or whatever you like.
  3. From the Triggers tab, drag and drop the trigger When added to this campaign onto the canvas.
  4. 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.
  5. 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.
  6. 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.
  7. Click Save Changes from the top right of the screen and then click the back arrow next to the automation name.
  1. 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

  1. From within the campaign, click on the hamburger menu in the top left to edit the campaign.
  2. In the Segments box, select the Today's Birthdays segment from the drop down list.
  3. 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.

How did we do?

First Engaged 1 Year Anniversary

Contact