Why do you need birthday email automation?
Birthday email automation is a great way to send wishes to your customers on their birthdays. This can increase sales and brand identity. It also helps build customer loyalty by showing them that you care about them. Here are some reasons why birthday email automation is important for your business:
They are personal messages to the customers; you get a human-to-human connection.
It increases your engagement rate, people love spending on their birthdays, and they look forward to offers and discounts from their favorite brands.
It’s easy to implement with email automation and segmentation
It builds customer loyalty
What more benefits do you need to set your birthday email automation?
If you understand the gravity of the benefits you can reap from this simple automation, get to know how to set them up and make the most out of them!
1. Log in to your BayEngage account, and click on "Automation" from the left-hand side menu. Now click "Create automation."
2. A pop-up window will appear. Name your "Automation," then click on "Choose the recipe," select the "Birthday" recipe from the drop-down menu, and click on "Create."
3. You'll be prompted to the Birthday automation workflow.
4. First, you should choose a trigger for the flow using the "Activity filter" or "User filter" (choose ‘Birthday’ as this is a birthday email automation).
5. You can schedule the email to be sent later by choosing a time delay. You can also specify your recipient's time zone to ensure the email arrives at the proper time. And click “Save.”
6. Finally, edit the email. You can add a name to display in the From field and reply-to address, as well as a subject line and preview text. Then click the "Edit template" button to design your email.
7. You'll be taken to the drag-and-drop editor, where you can add or delete content and images for your campaign. Once you're done, click "Save," and you'll be directed back to your automation workflow.