On date attribute

This guide explains how to set up and use the On date attribute.

On date attribute lets you automate date-based campaigns around key customer milestones—such as birthdays, purchase anniversaries, or subscription renewals. It simplifies setup and enables precise scheduling with no technical expertise required.

On date attribute benefits

• Simplified setup: Create date-based campaigns without complex analytics.

• Accurate timing: The system handles date calculations for you, eliminating manual errors.

• Enhanced personalization: Reach customers with relevant messages at key moments in their journey.

• Time efficiency: Build date-based campaigns in minutes.

Set up On date attribute

To configure the On date attribute, follow a guided process that helps you input the necessary details. This gives you precise control over the timing and frequency of your campaign messages using date information stored in customer profiles.

1. Go to the Scenario builder in Bloomreach.
2. Select On date attribute from the trigger options.

3. Configure the trigger settings.

• Trigger attribute (date source): Select the customer property or event date to use as your trigger. The attribute must be date-based and can be set in either date or number format. For example, select the customer attribute birthday.
• Trigger campaign (timing control): Set the trigger for a number of days before or after the chosen date. For example, trigger the campaign 7 days before the customer's birthday.
• Repeat (recurrence options): Choose to run once, yearly, or monthly. For a birthday campaign, select yearly to repeat on the same date each year.
• Check trigger condition daily at: Set the exact hour the trigger runs each day, and select the correct time zone for accurate timing. For example, set the trigger to run at 8 a.m. in the GMT-7 time zone.

4. Add your campaign action nodes and proceed with building your scenario.

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Note

Contact your Customer Success Manager if you don't see this trigger option in your account.

On date attribute use cases

• Birthday campaigns: Send birthday offers when customers are most likely to respond. For example, send a discount code 14 days before a customer's birthday, repeated yearly.
• Purchase anniversary recognition: Thank customers on important milestones. For example, send a special message exactly one year after a customer's first purchase.
• Subscription renewal reminders: Reduce cancellations with timely reminders. For example, send a renewal reminder 3 days before a subscription expires.
• Milestone celebrations: Recognize customer achievements automatically. For example, celebrate membership anniversaries or usage milestones with a congratulatory message.