Campaign Purpose
This campaign is designed for client engagement. Reach out to clients for their birthdays and make them feel special by offering a gift.
Campaign Settings and Breakdown
Video Walkthrough
Learn how to set up this auto-campaign
Walkthrough Video
Who should enter
Any contact whose birthday is 0 days in the future
How should contacts be removed
Contact purchases birthday special
Immediate
Happy Birthday (Members)
Time Delay with Rule
Custom Rule
Happy Birthday (Active - Non members)
Time Delay with Rule
Custom Rule
Happy Birthday (Inactive - Non members)
Time Delay with Rule
Custom Rule
5 Days
Don't forget about gift (Members)
Time Delay with Rule
Custom Rule
Don't forget about gift (Active - Non members)
Time Delay with Rule
Custom Rule
Don't forget about gift (Inactive - Non members)
Time Delay with Rule
Custom Rule