On date attribute trigger

On date attribute trigger enables you to automate date-based campaigns around key customer milestones, such as birthdays, purchase anniversaries, or subscription renewals. This feature simplifies the setup workflow, enabling precise scheduling with no technical expertise required.

On date attribute trigger benefits

• Simplified campaign setup: Create date-based campaigns without the need for complex analytics.

• Accurate timing: Avoid mistakes common in manual date calculations; the system does it for you.

• Enhanced personalization: Send relevant messages at key moments in customer journeys.

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

Set up On date attribute trigger

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

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

3. Configure the trigger's settings.

• Trigger attribute (date source): Pick which customer property or event date to use as your trigger. This attribute must be date-based and can be set in Bloomreach Engagement in either date or number format.

For example, select the customer attribute birthday.

• Trigger campaign (timing control): Set the trigger for 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.

In the case of our birthday campaign example, choose to repeat this campaign every year on the same day.

• Check trigger condition daily at :

1. Time precision: Select the exact hour the trigger should run each day.
2. Time zone settings: Pick the correct time zone for accurate timing.

For instance, 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 trigger use cases

Birthday campaigns

Send birthday offers when customers are most likely to respond. Example: Send a discount code each year 14 days before a customer's birthday.

Purchase anniversary recognition

Thank customers on important milestones. Send a special message exactly one year after a customer's first purchase.

Subscription renewal reminders

Reduce cancellations with timely reminders. Send a message 3 days before a subscription expires with renewal instructions.

Milestone celebrations

Recognize customer achievements automatically. Celebrate membership anniversaries or usage milestones with congratulatory messages.