Wish your customers a happy birthday by sending them a discount coupon on their special day.
In this article, you’ll learn how to create an automatic email with coupon to send contacts on their birthday.
Objective: Loyalty.
Difficulty: Beginner.
When to use it: In automated newsletter campaigns and discount strategies.
This strategy is part of our pool of templates. To implement it in your account, log in to your Connectif account and go to "Workflows Create new workflow". In the Create from template section, enter the name of the workflow (Send birthday discount coupon) in the search engine, then click on Select and Create.
How it works
To create an automated campaign that sends every contact a birthday greeting with a discount coupon, we will configure in the workflow a daily email that will only be sent to contacts who have a birthday.
Workflow configuration
STEP 1. "Start" node
(This node will set the target audience for the action).
1. Click (Edit node settings) for the “Start” node.
2. Under Select limitation, check "All my list" and select "Contacts with email".
3. Under Select data source, check “All existing and new”.
4. Click Update.
STEP 2. “Schedule” node
(This node will reenter contacts in the workflow, so that they go through the flow again with the periodicity that you indicate).
5. Click (Edit node settings) for the “Schedule” node.
6. Select how frequently you want it to repeat, in this case "Daily", and then select "Every day".
7. Under At this time of day, select the time and time zone. In this case, "10:00" and "Europe/Madrid".
8. Click Update.
STEP 3. First “Check value” node
(This node will identify if the contact’s date of birth matches the current date).
9. Click (Edit node settings) of the “Check value” node.
10. Drag the "Date of birth" field from "Contact" to the left block.
11. Under Operator, select "It is the same day of the year".
12. Drag the "Today" field to the right block.
13. Click Update.
If you want to learn more about the "Check value" node, click here.
STEP 4. Second “Check value” node
(This node will check if the contact is subscribed to the newsletter).
14. At the junction of this node with the previous one, click on the circle until "Yes" appears.
15. Click (Edit node settings) of the “Check value” node.
16. Drag the "Newsletter subscription status" field from "Contact" to the block on the left.
17. Under Operator, select "Is selected”.
18. Drag the "Literal" value to the block on the right and select "Subscribed".
19. Click Update.
STEP 5. “Assign coupon” node
(This node will fetch the coupon that will be sent in the email).
20. At the junction of this node with the previous one, click on the circle until "Yes" appears.
21. Click (Edit node settings) in the “Assign coupon” node.
22. Select the set of coupons created for this workflow.
23. Click Complete .
STEP 6. “Send email” node
(This node will send the greeting email).
24. Click (Edit node settings) in the “Send email” node.
25. Select the email you want to send and click Next .
26. In the Send to section, select "Contact".
27. Indicate the "Newsletter" type of email.
28. Configure the parameters section of "Send to contact".
29. Under Google Analytics, click "Enable Google Analytics" then Next .
30. Click Complete .
Success!
Your workflow to wish contacts a happy birthday by sending them a discount coupon is now ready.
Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Birthday greeting, to send a birthday greeting email.
- Optimized email campaign, to optimize the way you send out your email campaigns.
- Bulk coupon campaign, to send a coupon to all your contacts.
- Sending a coupon after purchase, to send a coupon after a contact makes a purchase.