🎉 Why send a birthday message?
The Birthday flow is an effective way to maintain a relationship with your customers. In addition to showing appreciation, you can offer a special gift, such as a discount coupon or even a free product. This not only increases customer loyalty but can also generate additional sales when they use the coupon to make a purchase.
By remembering their birthday, you make your customer feel special, which improves their perception of your brand. A simple gesture like this can turn an occasional customer into a brand advocate, creating a stronger and more lasting relationship.
How to collec customers' birthdates?
There are two ways to obtain your customers' birthdates:
1️⃣ If you already have this information
If you already have the birthdays registered, simply import the data through a CSV file. This file should contain at least two columns: one with the customers' emails and another with their birthdates (format YYYY-MM-DD).
NOTE: If you use IAI or VTEX platforms, you don't have to import the CSV file. The data can be downloaded directly from the plaform thanks to the API.
2️⃣ If you don't have the data
You can collect your customers' birthdates via Pop-ups and Web Layers. To do this, simply add a Birthday element in the sign-up form, allowing you to capture this information directly. When a customer fills in the field and confirms, their profile will be automatically updated, and you can use this information to send the automation.
🔗 Learn more about Pop-ups here and Web Layers here.
The added element can be freely placed and adapted to the entire creation, and when a user fills out that form and confirms subscription (Double Opt-in), their profile will be created (if new) or updated (if existing) with their birthday info.
How to set up the Birthday scenario
To begin, log into your Mission Control and go to AUTOMATIONS > READY FLOWS > BIRTHDAY.
Step 1: Adjust
In the first step, you will define:
How many messages you want to send (up to 4).
When to send them: You can choose to send messages before the birthday or on the exact day.
💡 Tip: To send the message exactly on the birthday, select "0" days in the time adjustment. This ensures the message is sent on the exact date, creating a personalized experience with perfect timing.
NOTE: If you want the customer to receive an SMS message, you need to have an integrated SMS API account. Click here for more information on this topic.
Step 2: Design
In this step, when you click Edit, you will be redirected to create your messages in the Drag 'n' Drop editor.
1) Customize your message details easily. Set sender, title, and subtitle
2) Acesse o editor Drag 'n' Drop para criar suas mensagens.
3) Aqui você também pode personalizar suas mensagens, com os elementos dinâmicos.
When creating your email, you can use the dynamic BESTSELLERS element to send automatic product recommendations. This way, you can remind your customers about your best-selling products and encourage them to treat themselves to a birthday gift.
You can also add a discount code to your emails. This is an optional step. Use COUPON to create one. If you need more information on this topic, click here. You can choose between Static coupons (the same for all customers) or Dynamic coupons (unique codes for each customer). We recommend using Dynamic coupons.
Unfortunately, SMS messages do not offer this possibility. You can manually enter the discount code in the message instead. However, keep in mind that it will be the same coupon for all customers (a static coupon).
Regardless of your choice, you must use a different CSV file for each message. If you have trouble with this, you can find several free coupon generators online.
Once your files are ready, select each type of message from the menu and click IMPORT (CSV). Mark which column contains the coupons. If everything is correct, click CONFIRM COLUMN. A green message will appear in the top right corner of your screen, confirming that everything was successful.
Step 3: Review
Before launching the automation, send a test message to ensure that everything is working correctly and that the message layout looks as expected.
Step 4: Reports
Track the metrics in the Reports section:
You will be able to see the performance of the automation, including:
Revenue
Sends
Opens
Clicks
Orders with coupon
Unsubscribes
Filter the results by date, message, or channel type to analyze the impact of your campaign in more detail and optimize future interactions.
Need more help?
If you have any further questions about the Birthday scenario, please do not hesitate to contact us at hello@edrone.me or via chat