Want to send birthday wishes to your customers? Follow this step guide, and we will be happy to guide you.
Step 1: Create your automation
Start by clicking on Automations in the main menu. You land on the dashboard for automations, where you will find all your created automations. To create a new one, click on Create automation.
First, you'll need to choose the type of automation you want to create. There will be ready-made recipes (yes, just like in a cookbook) for you to use. For this occasion, you choose Send a birthday email.
Set the automation rules
When you have chosen a recipe, follow the steps and set the rules needed for that specific automation. You will set:
When to send the automation
Choose between:
Before their birthday, from 1 day up to 1 year before
On their birthday
After their birthday, from 1 day up to 1 year after
What communication you will be sending
Marketing or non-marketing.
ℹ️ The automation goes out once a day at 8:00 am.
Step 2: Add optional filters to your automation
Once you have set the automation rules, you can choose to add filters to your automation. This means, that you can make your automation more personalized by including or excluding recipients based on demography, orders, or behavior.
Click here to learn more about the audience filter.
By clicking Add a filter, a new window will appear with the MarketHype filter.
Name your filter
When finished with the filter, give it a fitting name under Name your filter. The name will be visible in the automation flow and make it easier for you and your colleagues to know what extra filter is being used for that specific automation.
Step 3: Create and design your email
When you have set all the rules, it is time to build your email. Click on the Send email block and fill in the information:
From, choose the sender's address.
Subject, the subject of the email. You can use merge tags to make the email more personal and accurate.
Merge tags, in case of the use of merge tags; you will need to fill in a default value (a replacer) that will be used if the attribute of the merge tag can't be found (e.g., you have a merge tag for the first name - "dear {{firstName}} - to avoid space when a customer card is missing that property, you enter "customer" as the default value).
Finally, you create the content. Click on Design email to be taken to the email editor. It is the same editor used when making regular emails, like newsletters. If you have saved templates, you can also use them for your automated email.
Step 4: Test your automation
Before you start your automation, we recommend you send a test email to yourself or/and your colleagues to make sure you are happy with the result.
Once you start designing your email, the Design email button displayed when entering the Send email block (shown in step 3) will be replaced with Send test email.
Step 5: Activate your automation
When you are happy with your automation, it is time to activate it. Press Start and emails will be sent according to the automation rules, and you're done! 🎉
ℹ️ Your automation will now be shown as Started in the dashboard.
Step 6: Analyze your automation
Interested in seeing how many your automation has reached and how many have opened the email? Hover over your automation and then click on View Email Report, and you will find the figures here.