In this guide, we will show you how to build marketing automation flow to celebrate your customer's birthday.
Follow this step-by-step guide to set up marketing automation flows that covers:
- How to use the trigger "Contact's birthday" including entry criteria
- How to assign a label that enables tracking in other communication
- How to assign a multi-channel offer
- How to prioritize channels, where email is the first choice and SMS second
- How to send a reminder to customers who haven't redeemed their offer
- How to name and activate the automation
Prerequisites: You need to collect social security numbers or birthdays in your Voyado setup to use this trigger.
Step-by-step-guide1. Entry conditionsCreate a new automation and choose the trigger “Contact´s birthday”. Define the rules by hovering over the entry criteria and click on the pencil. |
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How-to
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2. AssignmentsIf you want to exclude customers from other dialogues you can assign them a label. Then you can easily track them and choose to exclude, when applicable. Or why not use the label to personalize an email module by using the filtering function? |
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How-to
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To congratulate members on their birthday we will give them discount on their next purchase. |
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How-to
(You need an integration with your POS or ERP system and Voyado to use multi-channel promotions. Contact your client manager if you have any questions.) |
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This is how the automation looks like in this stage: |
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3. Communication ConditionsFirst and foremost we will communicate by email. The entry criteria ensures that the rest of them are reachable by SMS. |
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How-to
You can change name on the splits (yes, no) by clicking on the symbol and change to “Reachable by email” and “Reachable by SMS”. |
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Send email messagesWe will now send email to those who are reachable by email. |
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Send text messagesWe will also send SMS to customers who aren't reachable by email but are by SMS. |
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This is how the automation looks like in this stage:
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4. Check if promotion is redeemedAfter 7 days we will follow-up if the member has used the promotion. |
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How-to
Repeat this steps on the left hand side. |
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We will now separate those who have used the promotion from those who haven't. |
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How-to
Repeat these steps on both sides. |
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This is how the automation looks like in this stage: |
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5. RemindersWe will send a second reminder to customers who haven't redeemed their promotion. |
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How-to
Repeat this steps on the left hand side. |
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Now we have finalized the automation and can remove the label. |
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Name the automation |
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By clicking the three dots in the upper right corner, you can change the name and write a description.
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The automation is now done and you can save and activate it. |
Now you have an automated flow that delivers a birthday gift to your members on their actual birthday. Remember to follow up on both money spent and offer redemption to learn more about what this action brings in terms of business value.
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Curious about how to analyze the results of the automation? Read more here |
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