Why set up this flow?
🎉 Loyalize your customers by sending them a personalized message on their birthday.
🏄♀️ Boost your sales: Pair this message with a special offer to make the occasion even more memorable.`
💌 Create a personal connection with your customers.
How to set up this flow?
The structure for the Birthday Flow is available in your template library:
Go to Flow > Library > Birthday Flow to add it to your workspace and customize the messages.
Step 1️⃣: How to trigger this flow?
Via Klaviyo: With our native integration (simplified webhook).
Via another CRM: Using our Webhook system.
To learn more about how webhooks work, click here.
Ensure the birthday date (formatted as MM/DD or YYYY-MM-DD) is saved in the contact profile in your CRM (e.g., Klaviyo) in a field like Birthday.
In your CRM tool, create a Flow Trigger by integrating the WAX Webhook to automatically trigger the flow on the day of your customer's birthday.
Step 2️⃣: Wish your customer a happy birthday:
Present them with a special birthday offer and let them decide whether they want to take advantage of it to encourage interaction.
Example of a Birthday Flow
Tips & Advice for the Birthday Flow
🎉 Personalize the messages: Add personal touches in your birthday message so your customer feels unique. Use their name and offer them a valuable deal.
💌 Be concise and impactful: Make sure the offer is clear and direct. Present the special offer in a way that grabs attention without overwhelming with too much information.