Definition & context
A campaign sending birthday wishes and gifts to your contacts is a classic example of an automatic campaign. The scenario is repeated every day of the year, each day targeting the contacts who celebrate their birthday that day.
Contact filter based on date of birth of your contacts
For birthdays and similar events, Splio offers the "event anniversary" operator which can be very useful when you have date formats such as date of birth.
Use this operator to match contacts a specific time (in days, months etc.) before their birthdays.
Alternatively, if you wish to target those contacts whose birthday happens within the current month or in a specific month of the year, make sure to follow the below structure when creating your filter.
Please note that this option works only if the "birthday" field has been set up as a string format.
birth date contains -$month$- :(current month)
birth date contains -01- :(January)
birth date contains -02- :(February)
birth date contains -03- :(March)
birth date contains -04- :(April)
birth date contains -05- :(May)
birth date contains -06- :(June)
birth date contains -07- :(July)
birth date contains -08- :(August)
birth date contains -09- :(September)
birth date contains -10- :(October)
birth date contains -11- :(November)
birth date contains -12- :(December)
Scenario: creating an automatic birthday scenario
When creating automatic campaigns, you can create follow-up action sequence. One possible use of such action chain is to send a reminder to your contacts that there are gifts awaiting them, and then to send another reminder to those, who still didn’t claim their presents.
First, let's create the initial campaign: to create a new campaign from any module, click in the "New Campaign" button on the top right.
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.
Once your population has been validated click on "Add sequence".
In the date options, select "Periodic date", and configure the periodicity at which to run the campaign.
If needed, you can add a branch after selecting your filter, design and frequency by click on ''add sequence'':