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Auto-Campaign Example: Happy Birthday
Vicky Vasso avatar
Written by Vicky Vasso
Updated over 2 years ago

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.

Entry Rule

Mariana Tek

MBO

Birthday - exactly 0 days from now

Birthday - exactly 0 days from now

Goals

Mariana Tek

MBO

Made a Purchase - specify the birthday offer

Purchased a Service - specify the birthday offer

Auto-Messages

Happy Birthday (Members)

Happy Birthday (Active - Non-members)

Happy Birthday (Inactive - Non-members)

Time Delay with Rule: Immediately - Has a Membership

Time Delay with Rule: Immediately - Has a Membership (does not have a membership) AND Number of Visits (at least 7 visits within the last 30 days)

Time Delay with Rule: Immediately - Has a Membership (does not have a membership) AND Number of Visits (0 visits within the last 30 days)

Don't forget about gift (Members)

Don't forget about gift (Active - Non-members)

Don't forget about gift (Inactive - Non-members)

Time Delay with Rule: 5 Days - Has a Membership

Time Delay with Rule: 5 Days - Has a Membership (does not have a membership) AND Number of Visits (at least 7 visits within the last 30 days)

Time Delay with Rule: 5 Days - Has a Membership (does not have a membership) AND Number of Visits (0 visits within the last 30 days)

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