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

First, build a segment that gathers customers who qualify for the birthday discount. You will use this segment in distribution as a trigger for birthday messages.
To create a segment, go to the Customers section and select the  Find and apply filters option.

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:

Condition Description Example of segment filter and filtering result
ABSOLUTE
  • Filters refer to the specific date, including the year.
after Defines a specific date, gathers customers with birthdate after the chosen date. Birthdate is after 31/12/2003
before Defines a specific date, gathers customers with birthdate before the chosen date.
Birthdate is before 01/01/2019
RELATIVE WITHOUT YEAR
  • Dynamic filters related to the current date.
  • Filters refer to the current day and month and ignore the year.
  • Consistent with the project timezone.
is today This filter refers to the current date (day and month).
Birthdate is today
Result: Customers who celebrate their birthday today will join the segment.
is tomorrow This filter adds one day to the current date (day and month).
Birthdate is tomorrow
Result: Customers who celebrate their birthday tomorrow will join the segment.
was yesterday This filter refers to the date yesterday (day and month).
Birthdate was yesterday
Result: Customers who celebrated their birthday yesterday will join the segment.
is this week This filter refers to the current week, including dates from Monday to Sunday, without the year.
Birthdate is this week (12th April – 18th April).
Result: Customers who celebrate their birthday this week will join the segment.
was last week This filter refers to the previous (last) week, including dates from Monday to Sunday, without the year.
Birthdate was last week (5th April – 11th April).
Result: Customers who celebrated their birthday last week will join the segment.
is next week This filter refers to the next week, including dates from Monday to Sunday, without the year. Birthdate is next week (19th April – 25th April).
Result: Customers who celebrate their birthday next week will join the segment.
is this month This filter refers to the current month.
Birthdate is this month (April).
Result: Customers who celebrate their birthday this month will join the segment.
was last month This filter refers to the previous (last) month.
Birthdate was last month (March).
Result: Customers who celebrated their birthday last month will join the segment.
is next month This filter refers to the next month. 
Birthdate is next month (May).
Result: Customers who celebrate their birthday next month will join the segment.
in exactly (days) This filter defines in how many days customers have their birthday Birthdate in exactly 3 days
Result: Customers who celebrate their birthday in exactly 3 days will join the segment. 
was exactly (days ago) This filter defines how many days ago customers had their birthday.
Birthdate was exactly 3 days
Result: Customers who celebrated their birthday exactly 3 days ago will join the segment. 
RELATIVE
  • Dynamic filters related to the current date.
  • Filters refer to the whole date, including the year.
  • Consistent with the project timezone.
was more than Defines a relative number of days since the customer's birthdate. Birthdate was more than 7 days ago.
Result: Customers born more than 7 days ago will join the segment.
was less than Defines a relative number of days since the customer's birthdate.
Birthdate was less than 7 days ago.
Result: Customers born less than 7 days ago will join the segment.
was exactly Defines a specific number of days since the customer's birthdate.
Birthdate was exactly 3 days ago.
Result: Customers born exactly 3 days ago will join the segment
in more than Defines a relative number of days to the customer's birthdate.
Birthdate in more than 14 days.
Result: Customers born after the next 14 days will join the segment.
in less than Defines a relative number of days to the customer's birthdate.
Birthdate in less than 14 days.
Result: Customers born within less than 14 days from now will join the segment.
in exactly Defines a specific number of days to the customer's birthdate.
Birthdate in exactly 30 days.
Result: Customers born in 30 days will join the segment
is today This filter specifies the birthdate accordingly to the current date. 
Including day, month, and year.
Birthdate is today.
Result: Customers born today will join the segment.
is tomorrow This dynamic filter adds one day to the current date.
Including day, month, and year.
Birthdate is tomorrow.
Result: Customers with birthdate tomorrow will join the segment.
was yesterday This filter refers to the date yesterday.
Including day, month, and year.
Birthdate was yesterday.
Result: Customers born yesterday will join the segment.
is this week This filter refers to the current week (from Monday to Sunday).
Including day, month, and year.
Birthdate is this week (04/12/2021 – 04/18/2021).
Result: Customers born this week will join the segment.
was last week This filter refers to the previous (last) week, including dates from Monday to Sunday.
Including day, month, and year.
Birthdate was last week (04/05/2021 – 04/11/2021).
Result: Customers born last week will join the segment.
is next week This filter refers to the next week, including dates from Monday to Sunday.
Including day, month, and year.
Birthdate is next week (04/19/2021 – 04/25/2021).
Result: Customers born next week will join the segment.
is this month This filter refers to the current month and year. 
Birthdate is this month
Result: Customers born this month will join the segment.
was last month This filter refers to the last month, including the current year. 
Birthdate was last month
Result: Customers born last month will join the segment.
is next month This filter refers to the next month, including the current year. 
Birthdate is next month
Result: Customers born next month will join the segment.
is this year This filter refers to the current year. 

Birthdate in this year.
Result: Customers born this year will join the segment.
was last year This filter refers to the previous (last) year. 
Birthdate was last year.
Result: Customers born last year will join the segment.
is next year This filter refers to the next year. Birthdate is next year.
Result: Customers born next year will join the segment.
was exactly (years ago) This filter refers to the year only, ignores the day and month. Birthdate was exactly 60 years ago.
Result: In 2021, customers born in 1961 (XX-XX-1961) will join the segment. In 2022, customers born in 1962 will join the segment.
RECURRING
is on (day of every month) Defines a day of the month when a customer celebrates birthday, ignores month and year.  Birthdate is on (day of every month) 12th.
Result: Customers born XX-12-XXXX will join the segment.
is on (exact day & month)
Defines a day and month when a customer celebrates birthday.

Birthdate is on (exact day & month) 12th January.
Result: Customers born on 01-12-XXXX will join the segment. The filter ignores the year.
is in (month) Defines a month of birth. Birthdate is in (month) January.
Result: Customers born in January (01-XX-XXXX) will join the segment. 
is in (year) Defines a year of birth.
Birthdate is in (year) 1990.
Result: All customers born in 1990 (XX-XX-1990) will join the segment. 

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). 

Validation rules

Note: Validation rules are optional but recommended to protect your codes from fraud and set up redemption limits. You can create validation rules in the Campaign Manager or the dedicated Validation Rules section in the dashboard.

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.

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