Everyone loves getting birthday messages 🥳 Set-up an ongoing birthday campaign that sends automatically to subscribers on their birthday. Personalize with dynamic content and say thanks with a birthday treat – a one-off coupon code.


Collect birthdays

Start collecting the birthdays of your subscribers in the opt-in flow (via Journeys), with a CSV upload or on your website.

Check Collecting birthdays to see how.

Build the campaign

  1. Create the birthday campaign message and add a coupon code

    <aside> 💡 Make sure the coupon code is set to be used only once per contact in your shop system

    </aside>

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  2. Build your campaign audience;

    1. Properties=Contact’s birthday is today

    <aside> 💡 Tip: build your audience as a segment in Audiences so that you can make changes as needed (if you make it directly in the campaign you’ll have to stop the campaign to create a new one)

    </aside>

    CAMPAIGNS _ RECURRING CAMPAIGNS _ BIRTHDAY 2.jpg

  3. Test the campaign

    <aside> 💡 Remember: You’ll need to wait about 10 minutes for your message template to be approved by WhatsApp before testing and publishing will work.

    </aside>

  4. Under Publish options, select Recurring schedule

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  5. Set the campaign to repeat every day at the preferred time

    <aside> 💡 The starts on time is the time the campaign will be sent every day. For example; if the campaign is set to start on 5 March 2024 at 11:30am, all proceeding campaigns will be sent at 11:30am.

    </aside>

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Analyzing the campaign

To check how your recurring campaign is performing;

  1. In the Campaign dashboard, go to the Recurring tab and select the campaign:

Here you can check the engagement metrics, as well as the generated revenue:

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