How to create an anniversary campaign ?

How to Set Up an Automated Birthday Campaign for Your Contacts

Wishing your clients a happy birthday is an excellent opportunity to humanize your customer relationships, boost engagement, and drive sales (by offering a dedicated discount or promo code).

Thanks to Webmecanik Automation, you can fully automate this process so that it triggers every year. Here is the step-by-step guide to setting up this campaign.

Step 1: Create the Custom Field

Before you can target your contacts, you need to store their birth date in your database.

1. Go to the configuration menu (gear icon in the top right corner) and click on Custom Fields.

2. Click New.

3. Configure the field as follows:

   • Name: Birthday

   • Type: Date (the required format for the system is YYYY-MM-DD).

4. Save and close.

Step 2: Create the Dynamic Segment

This segment will automatically group contacts whose special day is today, day after day.

1. Go to the Segments tab and click New.

2. Give your segment a clear name (e.g., Today's Birthdays).

3. Click on the Filters tab.

4. Configure the filter as follows:

   • Select the newly created field: Birthday

   • Select the operator: equals 

   • Keep the toggle on: Absolute

   • In the text field, precisely enter the keyword: birthday

💡 Why enter "birthday"?

The lowercase keyword birthday is a dynamic value in Webmecanik. It instructs the system to ignore the contact's birth year and only look at the current day and month.

Step 3: Create and Configure the Campaign

Now, all that's left is to build the scenario that will send your email on the big day.

1. Go to the Campaigns tab and click New.

2. Enter the Name of the campaign (e.g., Birthday Campaign).

3. Crucial Parameter: In the right-hand panel, toggle the option "Allow contacts to restart the campaign" to Yes.

⚠️ Important: If you do not enable this option, a contact will enter the campaign the first year but will never be able to trigger it again in future years. Enabling it allows them to receive your special offer every single year!

4. Open the Campaign Builder.

5. Select Campaign Source: Contact Segments, and choose your Today's Birthdays segment.

6. Add your desired action, typically Send an email using your custom template.

7. Publish the campaign and save.

Your campaign is now ready and will run automatically 365 days a year!