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Create an Automated Campaign (Birthday, Anniversary, New Hire)

Configure "set it and forget it" campaigns that automatically deliver gifts for employee birthdays, work anniversaries, and new hire onboarding.

What are Automated Campaigns?

Automated campaigns check your recipient list daily and automatically send gifts when key dates (birthdays, work anniversaries, or hire dates) arrive.

Campaign Type

Best For

Key Features

New Hire

Onboarding

Trigger gifts relative to start dates (e.g., 0 Days for Day 1 Welcome, or 90 Days post-probation).

Anniversary

Retention

Create tiered reward levels for different tenures within a single campaign (e.g., Year 1 = $50, Year 5 = $100).

Birthday

Celebration

Triggers automatically each year on the recipient's birth month and day.

Setting Up an Automated Campaign

Start: Click the + sign → Gift Automation → select Set Up an Automation → choose your occasion (New Hire, Anniversary, or Birthday).

  1. Configure Milestones & Budget: Set the send timing (e.g., "Year 5" or "Day 0") and assign a dollar value per milestone.

  2. Choose Delivery & Branding: Select your delivery method (Email, SMS, Slack, or MS Teams), then open Gift Studio to customize the subject line, greeting card, and reveal animation.

  3. Add Recipients:

    • Dynamic (Recommended): Syncs directly with your main Recipient Roster. Adding new employees to your account automatically enrolls them in active automations.

    • Static: Upload a custom CSV file directly to the campaign.

  4. Launch: Click Launch Campaign. The system will now run automatically year-round.

Data Requirements

To ensure automated triggers fire properly, your recipient list must contain the correct date attributes:

  • New Hire & Anniversary Campaigns: Require a Hire Date column.

  • Birthday Campaigns: Require a Birth Date column.

  • Accepted Formats: MM/DD or MM/DD/YYYY (Birth year is optional; triggers fire on month and day).

Frequently Asked Questions

Are gifts sent retroactively?

  • No. Automations only evaluate dates occurring after your launch date. If a milestone passed yesterday, issue a manual Spot Reward instead.

What happens if I add a recipient after their milestone date?

  • The system will not retroactively trigger a missed milestone. They will be included in the next scheduled milestone cycle (e.g., next year's birthday).

What time are automated gifts sent?

  • Anniversaries: ~14:15 UTC

  • Birthdays: ~14:30 UTC

  • New Hires: ~14:45 UTC

How do I view upcoming sends and costs?

  • Go to Billing → Projections to review a calendar of upcoming automated sends along with estimated budget allocations.

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