How To Configure Birthday Campaigns In NotifyVisitors.

  • Created : Mar, 22, 2021
  • Last Updated : Sep, 29, 2022

AUTOMATED BIRTHDAY CAMPAIGNS :

Personalization is an integral part of a marketing strategy to fetch and retain customers for a longer period of time. Marketing automation has made it all the way possible to create personalized campaigns and automate them to schedule them for a specific period of time.

Birthday campaigns are one such engaging and personalized campaigns to let customers know that you care about them and their needs. But sending these campaigns manually becomes difficult, therefore comes the automated scheduling of these campaigns into the forefront.

Read this article to know more about the configuration of the birthday campaigns in NotifyVisitors.

HOW TO CONFIGURE BIRTHDAY CAMPAIGNS IN NOTIFYVISITORS :

NotifyVisitors enables you to schedule and automates the birthday campaigns for all your users. All you have to do is create a segment  and add rules to it.

You can configure birthday campaigns by following a simple two-step process :

1. By creating a segment

2. By configuring a recurring campaign.

Read further to know more about, how the configuration process for the birthday campaigns.

1. Navigate to the NotifyVisitors dashboard> Segmentation > Create new segment.

Segment navigation

2.Click on Create new segment and select the “Actions with users properties” feature to create a new segment.

segment features

3.Click on the “Actions with user properties” and add name to the segment.

name segment

4. Click on the Submit button to submit the segment. Click on “ADD TO USER PROPERTY” to Select the attribute of “birth date”.

Segment properties

               Segment attributes

Note : The Date of Birth shall be passed in “birth_date” attribute and the date format should be “yyyy-mm-dd”

5.Add different conditions to the user segment of the “Birthday campaign” and get started with scheduling the campaigns.

WHAT ARE THE DIFFERENT CONDITIONS TO SCHEDULE THE AUTOMATED BIRTHDAY CAMPAIGNS :

Simply select the condition and add the time frame to schedule the birthday campaigns. 

Below are the different conditions and their functionality :

  • BETWEEN : 

Select this condition from the drop-down menu and define the time frame for the users whose birthday falls between the defined time frame. In other words, you are creating a segment for those users whose birthday will fall between the chosen time frame.

Segment condition

Once you determine the time frame, any user whose birthday falls between the defined time frame will receive the birthday campaign.

Note: The range of birthdates will be static in this condition.

  • ON :

Campaign condition

If you want to schedule the birthday campaign for a specific date, you can choose this condition and the users whose birthday will fall on the day will receive the campaign.

  • IN THE LAST :

                    segment condition                   

Choose this condition to schedule the automated birthday campaigns for the users whose birthday had fallen in the last ten days (specify the value as per your choice ) from the day you configured the condition.

Note: You need to specify the value in days.

  • IN THE LAST RANGE :

       campaign condition

Schedule the campaigns for the users whose birthday will fall in the last specified range of the days. For example - if you have chosen the value from 3 to 12 days, then users whose birth date was between 3 to 12 days from the present day, will receive the campaign.

  • .WAS EXACTLY :

segment condition

With this condition, you can set the exact time span for the birth dates and schedule the campaigns for the users whose birthday was exactly before the value you selected.

For example - Here we have given the value 8. That means the campaign will be scheduled for the users, whose birthday was exactly 8 days ago from today.

  • IN THE NEXT :

segment condition

Schedule the campaigns for the users whose birthday will be falling in the next “n” number of days. 

For example - Here we have selected the value 7, therefore, the campaign will be scheduled for the users whose birthday will be occurring in the next 7 days from the day you configured the condition.

  • IN THE NEXT RANGE :

              Segment condition

Schedule the campaigns for the users whose birthday will fall in the next specified range of the days. For example -if you have chosen the value from 2 to 10 days, then users whose birth date will fall in the next 2 to 10 days from the present day will receive the campaign.

  • WILL BE EXACTLY :

segment condition

With this condition, you can set the exact time span for the birth dates and schedule the campaigns for the users whose birthday will be exactly after the value you selected.

For example - Here we have selected the value 8, then the campaign will be scheduled for the users whose birthday will be exactly 8 days later from the day you configured the condition.

  • TODAY :

You can also configure the “today” condition and schedule the campaigns for the users who would be having a birthday today.

Note: All the conditions will be updated automatically except the “In-between” and “on” ones as we are already specifying a defined time period for the campaigns.

Once you define the condition, click on the Update button in order to PUBLISH the segment.

Note: Check the definition of the segment before publishing it.

Publish segment

Follow the above steps to configure the birthday campaigns. Creating a segment for birthday campaigns automatically removes and adds the users in the process of scheduling campaigns as per the defined conditions. You can also configure recurring email campaigns so that reminders could run on a defined interval basis after creating a segment.

Note: You need to create a recurring campaign to send notifications to the users and select the created segment (birthday campaign) in the campaign