Happy Birthday Campaign

Christy Cook Updated by Christy Cook

Buildng loyalty with your customers is often as simple as celebrating milestones with them. In this article, we'll walk you through setting up a campaign that wishes them a Happy Birthday every year on their birthday.

In order to utilize this campaign you need to have their birthday field recorded in DailyStory.

Steps we'll guide you through:

  • Creating a dynamic segment
  • Creating a campaign
  • Creating a text or email
  • Creating an automation

STEP 1: Create a dynamic segment

  1. Create a dynamic segment for your Campaign. Navigate to Contacts > Search Contacts.
  1. Look for the filter search Birth Day and change from Range to Period. You can set this to be for the next 1 day, 1 week, etc. Click the green Search button.

  1. Make sure the results look like what you were expecting and then click Create Segment.
  1. Because you created the segment from a search, it is a dynamic segment and will automatically update itself. Give it a name and optional description and then hit the Create Segment button. Once created, you will be able to find it in your Segments dashboard list.

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

STEP 2: Create a campaign

  1. Navigate to Campaigns > Create Campaign.
  1. Name the campaign Happy Birthday and give it an optional description.
  2. Go to Campaign Settings
  1. Select Existing contacts in the following segments as your Target Audience and then select the segment you just created, Happy Birthday, from the drop-down list.
  1. Click Save & Close.

Click here for more help with creating and working with Campaigns.

STEP 3: Create an automated response email or text message

  1. From within the campaign, select the Assets tab and then click + Add Asset.
  1. Select Add an Email or Add a Text Message from the popup window.

  1. Fill out the required information to create the message and then hit the green Next -> button. Design your email or text message and click Save & Close. We'd recommend a discount amount or free gift offer with their second purchase.

Click here for more help with creating text messages or creating an email with the email designer.

STEP 4: Create an automation

  1. From within the campaign, select the Automations tab and then click + Add Automation.
  1. Select Create a new automation
  1. From the Triggers tab, drag and drop the trigger When added to this segment onto the canvas.
  1. 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. You will see a blue dot when you can drop the image.
  1. From the Properties window for the selected action, choose the text message or email to send and any sending preferences. Once selected, click Update.
  1. Your automation is ready, so your final steps are to save it, name it and turn it on. You can name the automation Happy Birthday and as a description describe what will happen. For example "Send text message when added to segment".
  2. After you click the Save button and name your automation, click the back arrow <-- to return to the automation settings.
  3. You can slide the automation to ON from the settings screen and click Save & Close.

Click here for more help with creating automations.

You're all set!

As soon as new customers are added to the segment (1 day before their Birthday), they will automatically populate as Leads in the campaign and run through the automation to receive your Happy Birthday message.

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