How to Setup Birthday Email Campaign

Birthday campaigns are a powerful medium for marketers to engage with their customers on a personal level, drive sales, and improve customer loyalty. Using Email Birthday campaigns, marketers can send personalized offers for their customers on their birthday/anniversary/any yearly event through email.

These types of campaigns can also be used for use cases such as sending bill reminders on a specific day of each month, sending happy hour coupons for an hour of each day, etc. The date operators used for these cases can be days where the hour, weekly where the day, monthly where the day, yearly where the month, and yearly where the date.

Before you start creating email campaigns, make sure you have configured email settings.

This article will show the steps to create an email birthday campaign.

Verify the availability of data

Before creating a birthday campaign in MoEngage, make sure you have the birth date of the user available in the MoEngage systems.

      1. Go to the user profile of a specific user and see if data is available. (Find User in MoEngage).
      2. On the user profile page, check if the Birthday field has data present in it.

In the example shown here, we have a user property, Birthday, that stores the birth date of the user. The birthday information may be present in a different user attribute for your account.

Note: Ensure that the data is available in the date format shown here. If there is no data present, connect with your tech team to send the user's birthday to MoEngage and store it in a user attribute.

Create a Periodic Email Campaign

To create a periodic email campaign, navigate to Engage -> All Campaigns and click + Create campaign or navigate to the Sidebar and click +Create new. Click Outbound -> Email -> Periodic. Do the following:

Campaign Details and Segmentation

      1. Campaign Details - Add the Campaign name, Campaign tags, Subscription Categories, and the User attribute with an email address in the first step of campaign creation and move to the segmentation section.
      2. Segment Users - This is where you will select the Target Audience for your campaign.

              1. Click on 'Filter users by' and then 'User property'.
              2. In the User property ‘Select attribute’ dropdown menu, select the Birthday attribute (or the attribute where you have stored the user's birthdate).
              3. For the Date operator, select - ‘Yearly where the date’ to filter out specific dates across the years.
              4. In the filter condition, select - 'is today' and click on the Next button. The ‘Yearly where the date is today’ combination filters out the users whose birthday is today. So whenever this query runs, you will get a list of users whose birthday is on that day.

Create Content

This is where you will create the content for the email. You can choose between a Drag and drop editor (either blank or pre-built templates), Custom HTML editor where you can upload your templates in HTML format, or My saved templates if you have saved your previously created templates.

After selecting a template, you can enter the sender details on the next screen. For more details, refer to Create Email Campaign.

Schedule the Message

You can define the campaign's delivery schedule and delivery controls in this step.

      1. Schedule a daily message and send it in the user’s time zone.
      2. Select the campaign time zone, start date, send time, AM/PM, and frequency as daily.
      3. Ignore frequency capping.
      4. Click on Publish to publish the campaign.

This campaign will run every day and email a happy birthday message to users whose birthday is on that specific day.

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