Birthday Campaign

In this guide, you are going to create a campaign that rewards customers with birthday discounts through distribution. The workflow consists of a customer segment with birthdate filters, a birthday coupon campaign, and automatic distribution with promo messages.

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

1. In Engagement, go to Customers and select Add filter.
2. Select Birthdate from Profile filters.
3. 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, you can add more segment filters to set additional customer-related limits on your birthday discount. 

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

Choose Save as 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, they 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 do not 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.

Validation Rules

If you want to protect your codes from fraud and set up redemption limits, use validation rules. 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  rules builder.

Add an  Audience limit Only for customers who are holders of the code. This rule provides that only the customer who is assigned to a particular code by publication can redeem it. 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 enter the customer segment. 

1. In Engagement, Go to Distributions tab and click Create Distribution.
2. In Trigger, select Customer entered segment and choose the segment.
3. In Action, define what kind of distribution you want to create; either Notify customers about promotion, or Send and publish unique codes from campaign.
4. In Channel, choose a channel and configure the message with birthday codes. You can set up several channels.
5. In Summary, check the distribution configuration. If everything is correct, click Save & Send.