Birthday campaign with Mailchimp

1. Add birthday dates to your customers in Mailchimp [merge tag].
2. Integrate Voucherify with Mailchimp. 
3. Create a coupon campaign.
4. Set the automatic distribution of codes.  
5. Launch Mail Chimp Automation.

Add birth dates to Mailchimp

First, you need to configure birth dates in Mailchimp:

1. Log in to your Mailchimp account.
2. Go to the Audience tab and View Contacts.
3. In the Settings section, go to Audience Fields and Merge tags.
4. Add a new tag, "Birthday".

Also, make sure that you have some text tags that will be used as fields for Voucherify codes.

After adding the new Birthday merge tag, update your customers' information with birth dates.

Integrate Voucherify with Mailchimp

1. In Voucherify Home section, go to Integrations.
2. Connect Mailchimp with Voucherify by providing your login information.
3. Synchronize the Mailchimp list you have updated with the Birthday merge tag with Voucherify to add a Mailchimp audience to your customer base.

Before launching an automated birthday campaign, you need to create discount coupons.

Generate discount codes

In Campaign Hub:

1. Go to Campaigns.
2. Create a new discount campaign with 20% discount codes and a maximum discount value of $300.
3. Name your campaign, determine how many vouchers you want to generate, and play around with the code pattern optionally.
4. Set optional time limitations.
5. Define the discount type and value.
6. Optionally, add validation rules. The codes will be redeemable once per customer to avoid coupon fraud. (Budget constraints -> Redemptions per customer in a campaign)
7. Save the campaign and move on to the Distribution.

Launch Voucherify distribution (codes assignment)

The Distribution will act differently with this campaign as it does not involve sending a message to a customer but instead attaching discount codes to particular customers.

1. In Engagement, go to Distributions.
2. Click Create Distribution.
3. In Trigger, select the event that will trigger the distribution.
4. Provide the distribution name.
5. In Action, select the kind of distribution you want to create.
6. In Channel, select the Mailchimp distribution channel and prepare a message layout.
7. To add the codes to Mailchimp messages, provide the name of the merge tag that will be filled with a given code in Mailchimp emails.
8. In Summary, check the configuration of your distribution.
9. In Mailchimp, create email automation.
10. Go to Automate and E-mail. For example, create a "Say 'happy birthday'" email.

    

11. Name your campaign and select the target audience from your Mailchimp Audience list.

    

12. Next, establish the general workflow of your email campaigns, including triggers, schedules, filters, and post-send actions.

    

13. Filter the segment to ensure that the messages are received only by the customers who provided their birthday date.

    All contacts from the list must meet specific criteria: the birthday tag cannot be left blank.

    

14. Fill in general information about the email, such as the name, subject, email snippet, and sender's information.

    

15. Next, select your template based on a layout or theme. You can also reuse some of your old templates. In the last stage, design your mail.

    The most important part of the design process for our tutorial are merge tags. Thanks to them, your customers will receive their emails with unique codes.

    Use the same merge tag in your Mailchimp email as the one provided in Voucherify Distribution.

    

16. Confirm with Start Sending and enjoy your first Mailchimp and Voucherify automation.

You can achieve similar workflows with integrations with Intercom and ActiveCampaign.