Creating an automatic birthday email campaign
An automatic birthday scenario is a birthday campaign that is being sent recurrently to contacts that have their birthday (a custom field with the date of birth of your contacts is required to execute this campaign).
Before setting up the scenario, you must have an email design and a filter at the ready.
Create a new filter, add a new condition, and select, within your custom fields' library, the field corresponding to your contacts' date of birth.
If you wish to send an email on their birth day:
- Select the operator
- Enter the date variables corresponding to your date format (e.g.: $year$-$month$-$day$ or $year$/$month$/$day$)
If you wish to send an email a few days before their birth day:
- Select the operator
birthday in (days)
- Enter the number of days before the birth day
* To use date related operators, your dates must be in the format
For more information on using dates in TARGET, refer to the article "Filter using dates".
Save your filter.
Birthday email design
Once your filter is ready, you can create your Birthday email design. In DESIGNER, input your email's HTML. Add personalization if you wish.
Happy Birthday, Louise!
To create a birthday campaign, you need to have a recurrent scenario that plays every day. The filter will be computed each time the scenario is played, and will only send the email to contacts matching the conditions of the filter.
Create a new campaign from any module, by clicking the "New Campaign" button on the top left.
Select campaign type and target
Click on "Select starting channel and population", and select "Automatic campaign". A modal window will appear with all your possible targets.
Under the section "Filters", select your Birthday filter, and validate your selection.
Configure the message and schedule
Once your population has been validated, and click on "Add sequence". In the date options, select "Periodic date", and configure the periodicity at which to run the campaign.
Because your filter only selects people that have their birthday, the target will change each day.
If you want to make sure the contacts receive it only once, you can choose "Trigger" instead of "Periodic date". Doing so will necessitate that you create a new campaign the year after, so that your contacts can receive the birthday campaign again.