Email
Email
SMS
SMS
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Birthday celebration campaign

Celebrate your customers with a personal touch
Goals
Improve customer satisfaction and loyalty
Encourage repeat sales
Improve personalization and customer experience
Industries
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Description

Everyone loves to feel special on their birthday – and your brand can make that moment unforgettable. This automation sends a personalized birthday message to each user, complete with an individual discount code. Based on their communication preferences, they’ll receive either an email or SMS with their offer. If a coupon can’t be assigned (for example, if your code pool runs out), the system instantly notifies your team, so no customer misses their celebration. It’s a simple way to create delight, boost retention, and drive repeat purchases – all automatically.

Implementation Effort

Impact on a goal

Assets

Today 9:41
9:41
now
Automation
Today 9:41
9:41
now
Email
Today 9:41
🎉 Happy Birthday, {{ receiver.first_name|default:"Friend" }}! Celebrate with us – here’s a special gift just for you: -20% OFF with code {{ receiver.coupons.birthday_discount.code }}. Enjoy your day! 🥳
9:41
now
SMS
Outcome
Stronger customer relationships and brand loyalty
Increased conversions and repeat purchases
Fully automated birthday greetings

Detail user scenario

On the day of a customer’s birthday, the automation checks their communication consents (email and/or SMS) and triggers the appropriate message. Each user automatically receives a unique discount code from the “birthday_discount” promotion. If, for any reason, no code is available, the system alerts your team via email to ensure quick action. Once the coupon is successfully sent, an event “Coupon assigned” is created – allowing you to track campaign results and engagement.

Step-by-step

  • 1
    Trigger: The automation starts when the user’s Birthday attribute matches the current date
  • 2
    Communication check: If Consent Email = TRUE, send a personalized Birthday email. If Consent SMS = TRUE, send a Birthday SMS. If both consents are TRUE, send both messages
  • 3
    Coupon assignment: Assign a unique coupon code from the birthday_discount promotion to the user
  • 4
    Error handling: If no coupon is available, send a notification email to the assigned agent or team
  • 5
    Event tracking: After the coupon is successfully assigned, create an event named “Coupon assigned” with attributes: promotion (string) and coupon code (string)

Detail user scenario

Step-by-step

  • 1
    Trigger: The automation starts when the user’s Birthday attribute matches the current date
  • 2
    Communication check: If Consent Email = TRUE, send a personalized Birthday email. If Consent SMS = TRUE, send a Birthday SMS. If both consents are TRUE, send both messages
  • 3
    Coupon assignment: Assign a unique coupon code from the birthday_discount promotion to the user
  • 4
    Error handling: If no coupon is available, send a notification email to the assigned agent or team
  • 5
    Event tracking: After the coupon is successfully assigned, create an event named “Coupon assigned” with attributes: promotion (string) and coupon code (string)

How to implement it?

Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:

Used Modules

Pop-Ups

Collect information from your visitors and navigate them on the website.

SMS Messages

Automate SMS delivery based on user actions or specific conditions.

Push Notifications

Delivers personalized notifications to users of your website (webpush) or app (mobile push).

Landing Pages

Easily design and customize landing pages that convert visitors into leads, optimizing the journey from click to action.

Prerequisities
Step by Step Guide
Written by

Read the guide
Recommended data structure
User Attributes
User attribute is a named data field that describes a specific property of an user stored on its profile and used for segmentation, personalization, reporting, and automation.
Attribute name Attribute type
email (standard) string
phone_number (standard) string
Consent email (custom) boolean
Consent SMS (custom) boolean
Birthday (custom) date
Promotions
A Promotion is a simple, named bundle of discount codes for your customers – with a short description for context – while your store’s settings decide how and when the codes are used.
Promotion Name
birthday_discount
Events
An event is a custom piece of information about something your user does.
Event name Event attributes
Coupon assigned (string) promotion; (string) coupon code
Studies have shown that a personalized greeting on your client's special day can greatly impact loyalty, engagement, and retention.
Workee
Source
Birthday emails had a 481% higher transaction rate than run-of-the-mill promotional emails.
Experian Information Solutions
Source
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