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) |
Automations can only be entered by a client once - so if you want your members to receive the birthday automation every year, you will need to create a new automation each year, and turn off the old one when you activate the new one. We recommend scheduling a task to remind yourself annually.