What it does: Once set up, it'll automatically send an email to any client with a birthday on file, two weeks before their birthday. You only need to set it up once - after that, it runs on its own.
Pre-requisite: date of birth collection must be enabled
For this campaign to work, clients' date of birth need to be collected in the first place.
You have two ways to enable this:
While creating your campaign: if date of birth collection isn't enabled yet, you'll be prompted to turn it on directly from the campaign setup screen (step 3 below).
In advance, from your settings: go to Menu → Settings → General → set "Ask for the customer's birthday during registration" to Enable.
Either way works - this simply ensures new clients' birthdays are captured going forward.
How to set it up
1. Go to Business Boosters > Marketing
2. Find the "Birthday offer" card and click Get Started
3. If you haven't already enabled date of birth collection, you'll be prompted to turn this on first - this ensures new clients' birthdays are captured going forward.
4. Customise your email:
Edit the subject line
Write your own message
Optionally, mention a special offer clients can benefit from by presenting the email in-store
Choose whether to include a link to your booking system
5. Send your campaign - that's it, it's now live
Good to know
This is an automated marketing email campaign - it does not automatically create or apply any discount in the system. Any offer you mention in the email text is managed manually by you (e.g. applied in-store when the client shows the email).
Emails are only sent to clients who have a birthday date saved on their profile.
You can edit or turn off this campaign at any time from Business Boosters > Marketing > All promotions > Automated.
What about existing clients?
Since this campaign only reaches clients with a birthday saved on file, existing clients who signed up before this was enabled won't have one recorded yet. To make sure they're included, you can:
- Invite them to add their date of birth themselves in their account details, or
- Ask for it at their next visit and add it to their client record yourself
Any questions?
If you need any help setting this up, just reach out via the Chat button in your system - we're always happy to help.