What to Expect From This Use Case

Birthday Campaign offers personalized offers to customers on their special day, fostering a delightful experience to bolster brand loyalty while encouraging purchases. Focusing on timing and personalization makes this strategy a pleasant surprise and significantly boosts customer retention and brand loyalty. In effect, this not only positively impacts conversion rates but also enhances key engagement metrics, such as email open and click rates.

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Use Case Items

With this use case, you’ll get a:

• Ready-to-use birthday campaign email
• Pre-defined evaluation dashboard

How to deploy the Use Case

After downloading the use case, follow these steps:

Step 1: Meet the Requirements

Verify if the data in your project meets the requirements. Follow this step-by-step setup guide in case of problems.

Step 2: Understand the Use Case Logic

The Birthday campaign is sent to a customer when his/her birthday is approaching. It consists of 2 emails, including a voucher code. The 1st email is scheduled 14 days before the birthday, and the 2nd email is on their birthday day.

This scenario is triggered daily. To comply with GDPR rules, we check if a customer has given emailing consent. If they did, two weeks before the customer’s birthday, the 1st birthday email with a voucher is sent to the customer.
Then we wait 14 days until the customer’s birthday. If the customer still has the email consent, he/she receives the 2nd birthday email with a voucher reminder.

Follow the description and labels in the scenario in case of uncertainty.

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The logic of this use case is built on best practices and only requires adjustments if you want to further customize the use case. Get instant value by launching this campaign in just a few clicks.

However, we highly recommend you adjust the use case design and copy to fit your business needs.

Step 3: Adjust the Use Case

Now that you understand the use case logic, you can set up the use case according to your preference.

3.1 Email Settings

If you decide to customize the email settings, follow this detailed guide to make the adjustments.

3.2 Design & Copy

Customize the email visuals and copy to align with your company's brand identity.

Otherwise, you can go through this guide for more information.

3.3 A/B test

A/B test the use case to better understand the email performance and revenue generated.

This use case's A/B test traffic distribution is set to variant A at 50 % and the control group at 50 %. We recommend keeping this distribution as it brings quick and statistically significant results.

Learn more about the dos and don'ts when modifying your A/B tests in this guide.

Step 4: Test and Run the Use Case

When you are done adjusting the use case, we recommend to always test the use case before deployment. When testing, double-check if the use case design, copy, and settings work as preferred.

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Warning

You should only deploy a use case after testing. Testing prevents sending unfinished or imperfect campaigns to your customer base.

Run the use case once the testing is over. When you open the email, click the Start button in the upper right corner to launch the campaign.

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Congratulations!

If you got here, you have successfully deployed this use case.

Step 5: Evaluate the Results

Remember to run the use case for a few days to see the impact.

After this initial period, use the prebuilt and ready-to-use evaluation dashboard specifically included in this use case to measure and analyze relevant data.

To evaluate, open the evaluation dashboard, enter the email's name (e.g. Birthday campaign), set the attribution window for revenue in hours (e.g. 24) and click the Refresh button in the upper right corner to see the results.

If you encounter any problems, read this article for insights on evaluating the use case.

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Tip

Don’t forget to regularly check the results so you can optimize the use case for better performance.

Additional Resources

Learn how to enhance and optimize email performance with different tips and tricks from Bloomreach experts.