Happy birthday campaign including landing page of gathering date of birth

Implementing birthday wishes for your customers is a strategic way to enhance customer loyalty and engagement. This personalized touch not only shows appreciation but also fosters a deeper connection, encouraging repeat business and brand advocacy.

Prerequisites

• Custom birthday attribute https://docs.user.com/how-to-create-custom-attributes

• Custom redirect popup https://docs.user.com/how-to-use-the-pop-up-builder

• Custom landing and thank-you pages https://docs.user.com/landing-pages-1

• Custom email campaign for automation use https://docs.user.com/how-to-send-an-email-campaign

How to build it

1. Create a birthday attribute in Settings > App settings > User data & events > User attributes. Make sure to use date as it's type.

2. Create a landing page suited to your liking using the drag and drop editor, remember to add a placeholder using the User segment, then choose the created Birthdate attribute created in the previous step.
   

   Remember to create a post-submit Thanks page as well, you can switch between the Homepage (main view) and Thanks page in the upper part of the editor.

   

   Don't forget to save and publish it.

3. Create a popup that will redirect to the landing page you created in the previous step.
   

4. Create an Email Campaign (select Automated as type) that you will be sending via the automation. As shown on the example, there is a birthday code added - bear in mind it's common for all the users and can be used multiple times. If you would like to assign a system-based discount code and send it as a birthday gift with Email Campaign, follow this instruction: https://docs.user.com/coupons-individual-discount-codes.

   

5. Create automations.

Creating automations

In this case you will be needing two automations - one for displaying the redirect popup and one for sending birthday email campaign. Let's start with the former.

1. Go to Automations -> Create new

2. Select Page visit from the panel on the right and place it on the canvas. Type in the URL on which you want the popup to display

   

3. Since you don't want to show it to the users whose birthdate is already present in the system, using the Filters segment select Birthdate as "is unknown".

4. For good user experience, add a preferred Delay so the user won't see the popup immediately after opening the URL from the Page visit trigger.

5. Finally, using the Show a pop-up segment, select the previously created pop-up.

   

6. Remeber to connect the segments, save your work and select the preferred Timing.

Now, let's create the second automation that will be sending previously created email campaigns on the given user's birthdate.

1. Begin with the On date & time trigger, as you want this one to trigger each birthday. Select the preferred date and time including the hour - since we are toggling the Repeat switch the automation will run every day on that hour. Select "1" and "days" as Period value and Period type. Then, set up Birthdate as today anniversary (this ensures the user will receive emails only on birthday each year) and Email as has any value. Feel free to add any other filters to adjust the target audience to your needs.

   

2. Using the Send an email campaign segment, select the previously created birthday campaign and click Confirm.

   

3. Remember to connect the segments, save your work and select the preferred Timing.
   
   

You are good to go!