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Using the 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
  • ...
Good to know

If you want to activate this template, or any of the Actito scenario templates, please contact your account manager.

Using the template scenario​

To create and customize your scenario, go to the ‘Manage Scenarios’ app (Catalog > Automation > Manage Scenarios).

Manage scenarios

Click on ‘Create a scenario’.

Once you’ve named your scenario and linked it to your database, in the right-hand panel, you can select a template among the ones provided by Actito that are activated in your license.

Choose the ‘Birthday’ template and click on ‘Create’.

Choose template

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.

Birthday template structure

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 segmentation block: to separate profiles according to whether or not they belong to a segmentation to adapt your campaign’s type and/or the birthday message (e.g. send an SMS to the profiles in the VIP section and an e-mail to the ones in the other sections).
  • A sending SMS campaign block: to link to a birthday SMS campaign you have created and activated beforehand. More information on the creation of scenarized SMS campaigns, here.
  • A sending e-mail campaign block: to link to an e-mail birthday campaign you have created and activated beforehand. More information on the creation of scenarized e-mail campaigns, here.
  • A waiting for opening mail block: that will stop the flow of the scenario until the profile opens the e-mail campaign. More information on the ‘E-mail opened block’, here.
  • A second e-mail campaign sending block: that will be sent to profiles who did not opened the first campaign under the given period of time of the waiting block.
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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.