Scenario​

Send an anniversary email to your contacts. You can send the email each year on the date when the contact subscribed to the group. Or, send the email a year after a contact first makes a purchase.

Benefits​

  • Express your appreciation for your contacts' loyalty to your brand.

  • Celebrate milestones in your customer relationship.

  • Use the opportunity for cross-selling or sending a special offer.

Procedure​

This procedure has three parts.

A) Create the prepared message.

B) Create a selection that identifies recipients whose member creation date matches the current date (ignoring the year).

C) Create time-based automation for daily sendout.

A) Create the Message​

​AnniversaryMessage​

Save the message in the system as a prepared message.

For more information, see Save Draft as Prepared Message​.

B) Create the Selection​

In the ​Recipients​ > ​Selection​ area, create a new selection.

​AnniversarySelection​

Basis for Condition: ​Group​

Group: (name of the group)

Click ​Add​

Rule: ​Member Creation Date​

Time range: ​Selection Run Date (without year)​, ​exactly before, 0 Days​. ​​

Add additional group conditions to this selection to send the anniversary message to more than one group. In the ​Grouping and Conjunction ​area, combine the group conditions with the conjunction ​or​.

C) Automate Sendout on a Whiteboard​


  1. In the ​Automation​ area, create a new whiteboard.
  2. Drag 1 ​Time​ module and 1 ​Time-based job​ module onto the whiteboard.
  3. Drag and drop between the  symbols to connect the modules.

  4. Define the module settings as follows:

    Time Module

    Field

    Setting

    Date

    ​Recurring Date​

    Time

    Define the desired time of the daily sendout. The slider ​Hour​ works on a 24 hour clock.

    Period

    Day(s)

    Value

    1

    Time-based Module

    Field

    Setting

    Job

    Send Prepared Message to Selection​

    Message

    ​AnniversaryMessage​

    Selection

    ​AnniversarySelection​

  5. Click ​Next​.
    ⇒ The ​Whiteboard​ wizard opens to step two.
  6. Define the desired time frame and notifications.
  7. Click ​Activate​ to immediately activate the whiteboard. Only active whiteboards are executed by the system.
    ⇒ The whiteboard is saved and activated. The automation has the status ​Running​ if the start date is immediate and ​Scheduled​ if the start date is in the future.

Gain insight into the performance of your messages in the ​Statistics​ area. All of the messages are evaluated together as a single message. This allows you to see at a glance how your anniversary messages are performing. See Message Statistics (window)​.