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Inspiration: Birthday automation
Inspiration: Birthday automation
Zaklina Udovicic avatar
Written by Zaklina Udovicic
Updated over 4 months ago

Greeting your customers on their birthdays is suitable for many different reasons, such as boosting customer loyalty and relationships, strengthening brand awareness, and creating opportunities for sales and promotions.

Ideas on birthday greetings


A video greeting from an artist or your personnel

Convert it to a GIF and include it in the email, or embed a snapshot of the video along with a play icon to redirect the recipient to the video.

A birthday wish that stands out

Stand out from the crowd and send a birthday wish the day after the actual birthday. Telling the customer that you didn't forget about them, you just wanted to stand out and, at the same time, let them know that they are more than welcome any day of the year - birthday or not.

A loop of birthday wishes

You could set up 2-3 different birthday automations and make a Happy Birthday loop to your customers! The automations can then be set to go out at different timespans and have either the same or different contents.

For example:

Automation 1 - goes out 90 days before their birthday

Automation 2 - goes out 30 days before their birthday

Automation 3 - goes out on their birthday

Include discounts or offers

It could be a general gift code for a free gift if they book a stay or purchase a ticket to an event.

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