Birthday template
Communicating with your clients for their birthdays is essential to maintain and nurture a strong relationship with them.
A message for their birthdays is often expected from your clients, as it is often synonym of bargains or vouchers for this special occasion. Therefore, a birthday campaign usually has a high opening rate and tends to enhance visits and/or purchases on your website.
To help you create your Birthday campaign, Actito has developed a fully customizable Birthday scenario template.
Thanks to this template, you can:
- Celebrate your clients birthdays
- Celebrate your clients registration birthday
- ...
This template is accessible by default in your license.
Using the template scenario
To create and customize your scenario, go to the Scenarios app (Hub > Automation > Scenarios).
Click on "Create a scenario".
From "The essentials" tab, choose the "Birthday" template and click on "Next".
The templates that you see in "The essentials" tab, are the templates activated by default in your license. The templates available in the "More inspirations" tab, are templates you can add to your license. To activate one or several of these templates, please contact your account manager.
Once you have chosen your template (or if you start from blank), you will then have to name and link your scenario to a database.
You will then have access to a pre-defined birthday journey scenario that you can modify to link your campaigns to and that you can customize to suit your needs.
By default, this scenario includes:
- An anniversary start block: which triggers the scenario according to a "birthday/anniversary" date of each profile. This block is therefore not necessarily linked a birth date, it can refer to registration date…
- A sending email campaign block: to link to an email birthday campaign you have created and activated beforehand. More information on the creation of scenarized email campaigns, here.
- An exit block
The "Anniversary" block is for profile attributes only. If you want to create a birthday scenario based on a child"s birthday or first purchase, you will need to use a "Targeting" start block.
Once you have set up your scenario, you can save it and activate it.