Automating an email action for birthdays in your dashboard ensures customers receive a personalized message or offer on their special day without manual effort. Simply set up an automation flow that triggers a pre-designed email based on the customer's birthdate field. This helps boost engagement and strengthens customer relationships with timely, thoughtful communication.
How to Create and Automate a Birthday Email
Create the Birthday Email:
Navigate to ‘Marketing’ and then ‘Automated Emails’.
Select ‘New Automated Email’.
Select a template that you want to use as your starting design.
Choose ‘Marketing’ as your email category.
Follow the steps to configure and complete your email design, ensuring you finish with the ‘Publish’ step.
Set Up the Automation:
After designing your email, click on ‘Automation'.
Click on ‘New Automation’.
Choose the ‘Celebrate Birthdays’ template.
From the dropdown, select the birthday email you just designed.
Configure and Activate the Automation:
Review the automation settings and give it a name.
Click ‘Activate’ when you are ready to start the automation.
Adjust Schedule or Re-enrolment Rules:
To change the ‘When’ or ‘Re-enrolment’ rules of the automation, click ‘Back’ when editing the automation page.
Locate the ‘When’ and ‘Re-enrolment’ tabs to adjust these settings as needed.
Summary
Design the Email: Create your birthday email in ‘Automated Emails’.
Create the Automation: Choose the ‘Celebrate Birthdays’ template and link your designed email.
Activate: Review and activate the automation.
Adjust Settings: Modify ‘When’ and ‘Re-enrolment’ rules if needed.
This process ensures that your birthday emails are automated and sent out on time, adding a personal touch to your customer interactions.
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