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How to Automate Birthday Emails with Automations
How to Automate Birthday Emails with Automations

Learn how to automate an email wishing your subscribers a happy birthday

Written by Peter Connolly
Updated over a week ago


Birthday emails are some of the most effective emails you can send in e-commerce as they generate 342% higher revenue per email than promotional emails. With Automations you can setup multiple emails in this series to wish subscribers for their birthday and give them a birthday coupon.

Follow the steps below to create a birth email automation for your store, or watch the video below.

Step 1: Navigate to Automations and Create a New Automation

To get started creating an automation navigate to the Automations page. Click the New Automation button.

Next, give your Automation a name.

Step 2: Configure your Trigger Settings

For a birthday series, you'll want to create segment-triggered automation, then select the relevant smart segment

The segment you create for Birthdays should have the rule:

  • Birthday (dd/mm) or Birthday (mm/dd) is today and choose today's date.

Note: You'll need to be collecting birthday data via custom fields in a form for this field to be available in segmentation.

After you select a segment, choose the rules for when subscribers join the segment. For a win-back series, you want to choose Whenever rules match as you'd like this email to send every year on your subscribers birthday.

Once you select a smart segment and save, you can no longer change the list that triggers the automation.

Step 3: Add an Email

For this birthday email automation I'm going to trigger my first email immediately after subscribers enter the segment, so I'll place an email directly under the trigger.

Once you drag your email into the automation. You can give it a name for your own records and a subject line. Then click Compose Email to design your email.

You'll be directed to our email composer where you can add content and create your campaign. Once you're done, click Enable and you'll be directed back to your automation in progress.

The design of this email is up to you, but typically in this email, you want to wish your subscribers happy birthday and give them a discount as a gift.

Step 7: Enable Automation

Now that all your emails are in place. Click Enable at the top right of the screen. You'll be prompted to confirm that you'd like to enable your welcome series.

That's it. You're done! Congrats on creating your birthday email series with SmartrMail πŸŽ‰

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