Collect and store your subscribers birthdays to send them a recurring Birthday campaigns.

You can store your contact’s birthdays in the date_of_birth field (shown as Birthday in the UI), with the option to collect only the day and month, or to include the year.

Supported date formats

Methods

CSV import

Easily bulk import your contacts birthdays using excel files.

  1. Go to Audiences → Contacts import → Create import → Create import
  2. Give your import a name and select Next
  3. Download the excel template

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  1. Fill out the excel sheet with the contacts’ phone numbers with country codes or email IDs along with the date of birth
  2. Drag and drop or click to add the filed out file. Select Next
  3. Assign opt-ins, add to contact list or add tags (if required). Select Next

https://www.loom.com/share/a60b16de33a845c5bfedb86d636aed36?sid=f4f40081-60bf-4d24-a78b-0a250f47c56a

  1. Select Process import 🚀 to finish the import

With a Journeys’ flow

It’s a good idea to start collecting new subscribers birthdays via flows when they’re opting in (or at other key times) and save it to the contact’s properties in charles:

Watch

In our March Product Release webinar, Grace showed us how to start collecting birthdays via flows.

https://www.veed.io/embed/5e64e028-87f7-4201-8dd5-612c9becbd92?watermark=0&color=&sharing=0&title=0

  1. Create a flow and add a Send message node
  2. Click the node to Edit
  3. Go to ⚙️ → Customer response settings ****and toggle ON Store customer response
  4. Select Store in charles contact property and make sure the Birthday ****custom property ****is selected:

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Now the customer’s response will be store as a Custom properties

<aside> ⚠️ Note: The first response from your customer is stored (no matter the value) and the flow will only continue once your customer has responded.

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Website forms and webhooks

Use website forms and webhooks on your website and CRMs for seamless data integration.

Forms

Add a birthday field to your website sign-up or address forms to collect your contact’s birthday and on form submission pass the information to your charles universe using our API.

<aside> ⚠️ Please make sure to encrypt your charles API key when using it on website forms.

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External CRMs

If you’ve collected the information in your CRMs, you can create a workflow to update the contact’s information on charles using our API.