Wish your subscribers the happiest of birthdays and impress them with your superb memory and heart-warming customer skills! You can choose to trigger your automation on the same day of the event but if you plan to send them a campaign with a gift, a discount coupon or an offer, it might be a good idea to give them some time to make the purchase.
If you've already found the Happy birthday email recipe among the available Recipes and know how recipes are laid out, then let's go right ahead and see what this particular recipe constitutes of:
The trigger (1) for this type of automation is called When a specific day is reached and, as its name implies, it fires up the automation when a specific date is reached. The Wait a specific time interval control step (2) provides an interval between the triggering of the automation and when an email campaign, as defined by the Then send email campaign action step (3), is dispatched.
B. Changing the Recipe
Are you already familiar with how to use Action steps and how to use Conditional / Control steps? You can use that knowledge to change parts of this recipe as you see fit. It's exactly like creating or editing one of your own automation designs: you can add steps, remove steps, or edit the steps already available to fit your design's needs.
You can also save your changes as a custom recipe, and use it at your leisure.
C. Using the Recipe
A recipe cannot be activated as is! You first need to complete all the incomplete tasks found in the task list and transform the recipe into a fully functional automation. The Happy birthday email recipe only requires the following tweaks:
1. Click on the When a specific day is reached trigger.
2. Define the options that remain using the available fields.
You will need to fill-in a time value on the available space, select between days / months / years as a measure of time for the number you set, and define whether your automation will run Before / After the date you'll set on the DateTime custom field.
As you can see in the above example above, using zero (0) works in such a way as to fire the trigger the same day as the subscriber's birthday is reached - in that case both Before / After options have the same effect. Click on the Save button when you're done.
3. Click on the Wait a specific time interval step.
4. Fill-in the time interval on the available space, and set the unit of time from the drop-down menu.
Click on the Save button when you're done.
5. Click on the Then send email campaign step.
6. Select the appropriate campaign options from the available drop-down menus.
You'll have to define a Subject, the Sender, the Content as well as set an optional emails-per-day cap so that a customer won't get more emails than you want on the same day. Click on the Save button when you're done.
7. Don't forget to activate your automation by clicking on the ACTIVE toggle.
On the examples above the way the recipe has been set up would send a subscriber a campaign, aptly named "Happy Birthday!", at 09:00 am, on the same day as their birthday. The Wait for 9 hour(s) steps ensures that the email will be delivered 9 hours after 00:00 midnight is reached, which is itself determined by the timezone you set on your account's Time & Date settings.