Upcoming Birthday Flow allows you to automate the process of sending gifts to customers with upcoming birthdays via email.
Birthday Soon Segment
To start, we need to segment contacts with upcoming birthdays.
Go to segment library page and create new segment from Birthday Soon template.
- Contacts with upcoming birthday within the next 30 days will be included.
Next, you need to prepare a birthday email. Go to emails page and add a new email.
Select Birthday Discount template. Modify email according to your preferences and click Submit to save email.
Setting up Flow
Select Flow Playbook
After email is ready, go to flow playbooks page and select Upcoming Birthday playbook.
- Select Trigger (Step 1) from flow preview.
- Then select Birthday Soon for Properties > Segment.
- Select Send Email (Step 2) from flow preview.
- Specify birthday email to use for sending.
Click Submit to create flow. That's it, whenever a contact is added to Birthday Soon segment, we will drop them a birthday email.