Automated Birthday Greeting Email

We all love it when someone remembers our birthday! If you want to build a strong relationship with your customers and drive conversions, this type of email is a must-have in your email automation strategy.

When you wish your customers a happy birthday on their special day, you remind them that they are important to you. This thoughtful gesture will leave a positive impression of your brand, placing it top of mind when they make purchasing decisions.

What if you also include a gift in the form of a discount coupon, promotion, or special offer? In addition to strengthening customer loyalty, you'll be one step closer to achieving a conversion.

We suggest the following scenario for your automated birthday emails:

Setup

This automation is triggered on the anniversary of a subscriber's birth date. To start this flow, you must first create a custom field called "Birthday" in your audience.

How to Create a Birthday Greeting Automation?

1. Create a New Scenario
   Name it something like “Birthday” and select the audience.

2. Set the Trigger
   Choose Dates and Special Events > Anniversary.

3. Select the Date Field
   In the dropdown menu, select the previously created date field.

4. Add an Email
   Add an Email and complete the remaining fields. Personalize your message using the custom field “name” to address the recipient in a more personal way. Pay special attention to the email subject line and preheader.
   Select the template and click Save.