Scenario
Increase the effectiveness of your birthday message by sending a reminder to contacts who didn't click on the original message. You send the reminder 7 days after the contact's birthday.
Purpose
Increase the effectiveness of your birthday messages.
Set your offer apart from competitors' birthday messages.
Generate additional sales.
How It Works
A selection selects contacts whose birthday was 7 days ago and who haven't clicked on the birthday email. A time-based automation sends the message to the selection every day at the same time.
Before You Start
Create a whiteboard with a birthday sendout. See Send Birthday Message.
In this scenario, you will add another job to the same whiteboard.
Procedure
This procedure has three parts.
A) Create the prepared message.
B) Create a selection that selects contacts whose birthday was 7 days ago and who have not clicked on the birthday email.
C) Create a time-based automation for daily sendout.
A) Create the Message
B) Create a New Selection
In the Recipients > Selection area, create a new selection with the following two conditions. Combine the conditions with and.
| Condition 1 Basis for Condition: Message Group: (Birthday sendout group) Message: Prepared Message. Then select the birthday message. Click Add Status: Link clicked, No, Any link |
Condition 2 Basis for Condition = Profile Attribute = Date of Birth Click Add Match = Selection run date (without year), exactly before, 7 days |
C) Add Reminder to the Birthday Whiteboard
In the Main Navigation, click Automation.
⇒ The Whiteboard Overview window opens.- Open the whiteboard that contains your birthday sendout.
- Drag a second Time-based Job module onto the whiteboard.
- Drag and drop between the
symbols to connect the modules as shown above. Define the module settings as follows:
Time-based Job | Field | Entry |
|---|
 This module performs daily message sendout to a selection of contacts. | Name | Enter a name for the module. |
Job | Send Prepared Message to Selection. |
Message | Select the message you created above. |
Selection | Select the selection you created above. |
Click Next.
⇒ The Whiteboard wizard opens to step two.- Define the desired time frame and notifications.
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.
Hint:
Gain insight into the performance of your message in the Statistics area. All of the reminders are evaluated together as a single message. This allows you to see at one glance how your birthday reminders are performing. See Message Statistics (window).
