Birthday Campaign

In this guide, we're going to create a campaign that rewards customers with birthday discounts. The workflow consists of a customer segment with birthdate filters, a birthday coupon campaign, and automatic distribution with promo messages. Read on to learn how to create birthday campaigns and send birthday incentives using distributions.

Contents

1. Build a customer segment
   1. Common birthdate filters
   2. Birthdate filters reference
   3. How to add birthdate filters
2. Create a birthday discount
3. Schedule automatic messages

Customer segment

Select Filter by Birthdate from Profile filters.

Choose a condition from the list to build a birthdate filter. Here are the most common examples:

Search customers who have their birthday today

Relative without year > is today

Search customers who have their birthday tomorrow

Relative without year > is tomorrow

Search customers who had their birthday X days ago

For example, customers who had their Birthday 3 days ago:

Relative without year > was exactly > 3 days ago 

Search customers who have their X birthday in Y days 

For example, customers who celebrate their 60th Birthday in 3 days:

Relative without year > in exactly > 3 days AND Relative > was exactly (years ago) > 60 

Birthdate filters reference

You can also set different birthdate/birthday conditions. Here is a list of all available options and examples of birthdate filters:

Add birthdate filter

When you select a condition from the list, confirm with the plus (1) and click  Apply (2). 

You can add more segment filters to set additional customer-related limits on your birthday discount. 

When all segment filters are ready, confirm with Apply. The Dashboard will show all applied filters and a list of qualified customers.

Choose Save auto-update segment and name it. From the moment you confirm with Save, the segment constantly monitors your customers' birthdates and checks if any of them matches segment conditions. 

When a customer meets segment criteria, s/he will automatically join the segment. 

Birthday discount

Create a unique coupon campaign with birthday discounts. Read detailed instructions about building coupon campaigns here. When the codes are sent via distribution, each unique coupon will be assigned to a particular customer (publication). 

If you don't want to use coupon codes, you can create a cart-level promotion with a birthday discount. In-cart promotions apply discounts to the customer's cart without promo codes. Read more. 

Validation rules

When setting up the discount, assign validation rules with Advanced rules builder.

Add an  Advanced limit Only for customers who are holders of the code. This rule provides that only a customer assigned to a particular code by publication can redeem it. Please note that in order to redeem codes with this validation rule assigned, you need to publish codes to particular customers. You can use the distribution described in the next section to send and publish codes at the same time. 

Save the rules and finish the campaign setup. Here are other optional limits offered in the Campaign Manager (besides validation rules) that may be useful in your birthday campaign:

• Each code can be redeemed only once – set in the 1. Program size section. 
• Code is valid X hours/days from the moment it was published to a customer – set in the 2. Timeframe.

Once the campaign is ready, you can create a distribution.

Birthday messages

The birthday campaign distribution aims to publish and send unique codes to customers who qualify for a birthday discount and entered the customer segment. 

Go to the Distributions in the dashboard and run the Distribution Manager with the plus.

Create a distribution with a  customer entered segment trigger. Creating distribution is a four-step process:

1. Define distribution conditions:

• Name distribution.
• Choose message purpose – send and publish unique codes from a campaign (codes with birthday discount).
• Choose which segment a customer needs to enter to receive the message.

  

2. Choose marketing consents required to send messages. If you don't collect marketing consents, disable their verification.

3. Channel choice & messages – choose a channel and configure the message with birthday codes. 

4. Save and set distribution live.

From the moment you confirm distribution, each new customer in the chosen segment will automatically get a unique code published (assigned) to their profile. Distribution channels enable you to trigger messages with published birthday codes to end customers or to the 3rd party applications. Read more about distributions here.