Birthday campaign

Use case description

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.

Use case items

With this use case, you’ll get an:

• Birthday campaign email

• Evaluation dashboard: A comprehensive dashboard provides insights into user behavior, campaign performance, and overall engagement metrics. The dashboard allows you to evaluate the effectiveness of your marketing strategies and make data-driven decisions.

How to deploy the use case

After downloading the use case, follow these steps.

Meet the requirements

Check if the data in your project meets the requirements. The Use Case Center lists requirements for each use case during the deployment process.

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.

Adjust the use case

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

Email settings

Access the email and go to the Settings tab to adjust the email settings.

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

Design and copy

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

Follow this guide to adjust the email template with products in the email node.

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 %. This means 50% of customers will receive the email (variant A), while 20% (the control group) will not. We recommend keeping this distribution as it brings quick and statistically significant results.

Learn more about the dos and don'ts of modifying A/B test.

Test and run the use case

Test a use case before deploying it. Testing ensures you don't send unfinished or imperfect campaigns to your customer base.

Once the testing is over, run the use case. Open the banner and click Start to launch the campaign.

Evaluate the results

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

After this initial period, use the prebuilt evaluation dashboard to measure and analyze relevant data.

1. Open the evaluation dashboard
2. Enter the email's name. For example, Birthday campaign.
3. Set the attribution window for revenue in hours, for example, 24.
4. Click Refresh to see the results.
5. Check campaign results regularly to optimize performance.

Other resources

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