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Birthday Greetings / Anniversary Reminders

Birthday Greetings

With our email marketing packages you can easily send out birthday greetings or anniversary reminders.

All you need to do is upload a csv file of customer names, email addresses and dates of birth.

Create a CSV file of email addresses and birthdays
Create a CSV file of email addresses and birthdays

These can either be just the day and month or the full date of birth.

Upload the CSV file
Upload the CSV file

Then set up an automation record and you are all ready to go

Adding the automatic birthday email
Adding the automatic birthday email

Customise the email

If you include other information in the subscriber record, such as a unique offer code, you can use placeholders in the email to personalise it for each customer.

Add additional information to a subscriber record
Add additional information to a subscriber record

This information shows in the customer record as additional data

Additional information attached to a subscriber record
Additional information attached to a subscriber record

Then it is just a case of choosing the placeholder to insert in the email

Inserting placeholders in to the email
Inserting placeholders in to the email

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