TEMPLATE’S USE CASE
Delight customers with our birthday message automation workflow
Struggling to find meaningful ways to connect with your customers? Our Birthday Message Automation Workflow is here to help. This effortless solution automatically sends personalized birthday greetings and special offers, making each customer feel valued and appreciated. Strengthen loyalty, boost engagement, and drive repeat sales with this thoughtful touch. Turn birthdays into brand-building opportunities today!
Use it to:
- Offer Exclusive Birthday Discounts
- Encourage Repeat Purchases
- Boost Customer Loyalty
- Promote Limited-Time Offers
How to set up Birthday message workflow?
Watch a video instruction on how to configure Birthday message email automation using this template.
You can also check our simple, step-by-step instruction below the video.
- Choose the automation templated called birthday message.
- Configure occasion details and specify when it should be triggered. This condition will trigger based on the date specified in the custom field.
- Choose a birthday message with a link that will be sent to your contact.
- Configure a follow-up message in case your link doesn’t get clicked.
- Before publishing your workflow, check if each element is connected and configured, and verify that the settings in the top right corner are appropriately set.
