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How to Create Automated Birthday Emails that Your Customers Will Love

Editorial Team
May 17, 2023
How to Create Automated Birthday Emails that Your Customers Will Love

Do you want to create automated birthday emails for your customers to boost your engagement and sales?

Birthday emails generate 179% more clicks and 342% more revenue than regular emails. [Source: Campaign Monitor]

Not just this. Sending personalized birthday reminders to your users is an incredible way to strengthen your relationship with them and increase customer loyalty.

Of course, these thoughtful and engaging birthday emails stand out in your customer’s inboxes compared to the hundreds of emails they get every day.

So how can you create them?

In this post, we’ll help you understand the benefits of setting up automated birthday emails and how you can create one for your customers in WordPress.

Why Should You Set Up Automated Birthday Emails?

An automated birthday email is a pre-configured message in an email sent to customers before or on their birthday automatically.

These emails are highly-personalized and usually include happy birthday wishes. It can include special offers, exclusive limited-time discounts, or even free gifts.

You can use birthday emails to your advantage because they greatly benefit your business.

Here are some effective reasons to implement birthday email automation in your business:

  • Strengthen the relationship with your audience - Birthdays are joyous occasions to be at the center of everyone’s attention. Thus, wishing your customers on their birthdays makes them feel special. This gesture helps in building solid relationships with your audience.
  • Increase customer loyalty and bring sales - When you appreciate your customers and make them feel special, they are more likely to become loyal to your brand. Furthermore, it helps bring repeat sales and boost the revenue of your business.
  • Save time and resources - Automating your birthday reminder emails help you save time and resources in the long run. Configuring birthday automation with a CRM automatically sends these emails to your audience, eliminating the need for any manual intervention.
  • Stand out from your competitors - Sending thoughtful and engaging birthday emails to help create a memorable experience for your customers. Such gestures leave an ever-lasting impression and help you stand out from your competitors. Thus, resulting in gaining loyalty towards your brand.

How to Set Up Automated Birthday Emails? (Step-by-Step Guide)

In this post, we’ll use FunnelKit Automations to help you set up your birthday reminder automation.

FunnelKit Automations is WordPress's most potent marketing automation and broadcast CRM engine.

You can use this plugin to create different automated sequences and run your business automatically.

FunnelKit Automations allows you to create and send personalized birthday emails to your customers at the right time.

So, first, get a copy of FunnelKit Automations here.

Please note that FunnelKit Automations also has a free version. However, we’ll be using the Pro version for its advanced features.

Once you have the plugin, refer to our documentation on installing and activating FunnelKit Automations on your WordPress website.

In the following steps, we’ll demonstrate the complete process of setting up automated birthday emails and generating a personalized dynamic coupon.

Step 1: Collect your customer’s date of birth data

Make sure to capture the birth dates of your customers.

FunnelKit Automations provides you with the feature to capture the date of birth of your contacts.

Date of birth settings to capture the DOB information

If you’re using FunnelKit’s Funnel Builder, its checkout page and opt-in forms have the date of birth fields in their form editor.

You just need to drag and drop the DOB field into the checkout or opt-in form.

Drag and drop the DOB field to your opt-in or checkout form

If you’re using default WooCommerce checkouts, you can enable the DOB field on the checkout page.

Enable the DOB field on the checkout page for default WooCommerce checkouts

Furthermore, you can even embed the DOB collection form shortcode on the Thank you page using the following option:

Embed the DOB collection form shortcode on your Thank you page

Step 2: Add a new automation

Go to Campaigns ⇨ Automations (Next Gen) and hit the ‘Add New Automation’ button.

Add a new automation

Here, you can find various pre-built automated recipes. But we will select the 'Start from scratch' option and name our automation.

Name your automation - Automated birthday emails

Clicking on 'Create' will add a new automation to your workspace.

Step 3: Select the 'Birthday Reminder' event

Click ‘Select Trigger’ on your workflow screen and choose the ‘Birthday Reminder’ event.

Select trigger and click on the 'Birthday Reminder' event

Now configure this event by clicking on the trigger node.

We’ll send our first email three days before our contact’s birthday. Thus, choose ‘Before Contact’s Birthday’ and assign three days before the birthday there.

Configure the birthday reminder event - on or before contact's birthday

Click on ‘Save’ when done.

Step 4: Create a dynamic, personalized coupon

Next, we’ll create a coupon. For this, click on the (+) icon and choose 'Action'.

Click on the plus (+) icon and choose Action

Select 'Create Coupon' under WooCommerce and press 'Done'.

Choose 'create coupon' action under WooCommerce

Set the details of your coupon here:

  • Coupon Title - Enter the name of your coupon.
  • Discount Type - Specify the discount type you want. It could be a percentage discount, fixed cart discount, or recurring discount.
  • Amount - List the discount amount for this coupon.
  • Coupon Code Prefix - Add a prefix name to your coupon. It could be your contact’s first name. FunnelKit Automations generates a random number post that prefix.
  • Coupon Expiry - Set the coupon expiry here. You can set it to after specific days, on a particular date, or never expire. Here, we’ll assign it to 4 days.
  • Allow Free Shipping - Check the free shipping option to offer free shipping with your coupon.

Make sure to copy your dynamic coupon code.

Create your personalized, dynamic coupon code here

You can even restrict this coupon to specific email addresses, their usage, or products. Plus, you can always use personalization in your coupon codes, like the contact's first name.

👉 Check our complete guide on WooCommerce dynamic coupons to get more insights.

Once done, hit the ‘Save’ button.

Step 5: Send this coupon in the first email

Choose the 'Send Email' action. You’ll find it under the 'Messaging' section.

Select 'Send Email' action to create an automated birthday email

Write the subject line and preview text for your email. 

Next, craft an email content that builds anticipation for your contact’s birthday. Make sure to paste the coupon code into your email body.

Craft an email to build anticipation for your contact's birthday

Click on 'Save & Close' when done.

Until this step, this automation will send your contact a 25% coupon code three days before their birthday.

Now if you want to send a happy birthday wishing email on their birthday, all you have to do is follow the next two steps.

Step 6: Set the delay until the birthday

Hit the (+) icon and click on 'Delay'.

Set the delay until the birthday

Configure the delay to 3 days until a specific time of day and assign it to the time you want to send this automated birthday email to your contact.

Configure the delay to 3 days until the birthday

Step 7: Send a happy birthday email

Now, all you have to do is craft a happy birthday email wishing your contacts on the day of their birthday.

Create a happy birthday email wishing your contacts on their birthdays

Once everything is done, click ‘Save & Close’ to return to your workflow.

You can even go one step ahead and use FunnelKit Automations’ visual builder to design beautiful emails for your customers.

Design your automated birthday emails with FunnelKit Automations' visual email builder

👉 Check out our detailed post on how to design your emails with the built-in visual builder. 

Well done! This is how you can create and send automated birthday emails along with dynamic coupons in FunnelKit Automations.

Best Practices for Crafting Effective Birthday Emails

Here are some best practices to keep in mind when setting up your automated birthday emails:

1. Personalize your emails

The idea of sending birthday emails is about getting personal with your messages.

Thus, incorporating the principle of personalization in your birthday emails makes people feel special.

Using custom merge tags, FunnelKit Automations allows you to create personalized emails based on your customer’s name, date of birth, or any other information.

You should use personalization from the beginning of the email subject lines to the email body content until the coupon code.

2. Time your emails perfectly

Timing is crucial when it comes to setting up your birthday email automation.

Make sure to send your emails on the actual day of your user’s birthday or a few days before it.

For that, FunnelKit Automations gives you both the options of configuring the birthday reminder event:

  • On the day of your contact’s birthday 
  • A few days before your contact’s birthday

This way, you’ll not have any room for confusion and can time your birthday emails accurately.

3. Make your offer time-limited

Although birthday emails carry good wishes for an entire year until the next birthday, the offer inside it should have a sense of urgency.

A limited-time birthday offer encourages a user to complete the purchase.

Therefore, FunnelKit Automations allows you to configure the time for setting up your discount coupons.

Adding a validity between 48-72 hours will be enough to drive users out of their seats and make a birthday purchase from your store.

4. Keep your emails short and sweet

Cluttering your automated birthday emails with too much text or images can make them look overwhelming.

You should start by wishing your users their birthdays, thanking them for their support and presenting your special offer.

With FunnelKit Automations, you can write text-based emails or even design your birthday emails with its built-in visual email builder.

It’ll certainly help to keep your message clear and concise.

Real-Life Happy Birthday Email Examples to Inspire Your Journey

Here are some real-life examples of happy birthday wishing emails you can take inspiration from.

1. Birthday greetings

Birthday greeting emails are emails without any offer sent to their customers.

Here’s an example from Stitch Fix:

Happy birthday email example 1 - birthday greetings

Stitch Fix stays true to its brand by greeting happy birthdays to its users and asking them to schedule a fix.

The email looks clean with the brand logos, menus, text, and a proper call to action button.

2. Exclusive discount or offer

These birthday emails include exclusive discounts or special offers for their customers.

Let’s look at an example from Forever 21:

Happy birthday email example 2 - exclusive discounts or offers

Discount coupon codes take it one step further to encourage incentivized purchases. Forever 21 has provided a coupon to give 30% off on purchases. Of course, the coupon has a specific expiration date to arouse a sense of urgency among its customers.

3. Free gift or upgrade options

Everybody loves freebies, but providing them on a birthday holds a special feeling.

Take a look at an automated birthday email example from Subway:

Happy birthday email example 3 - free gift or upgrade options

Subway has its own form of birthday celebration for its customers. They have offered a free cookie to their customers on their birthday that can be redeemed at any outlet or online with home delivery options.

4. Loyalty program rewards

Offering loyalty rewards on the customer’s birthday is also quite popular among various businesses. It encourages customers to shop and redeem their rewards with their purchases.

Here’s an example from Farmacy:

Happy birthday email example 4 - loyalty program rewards

If your brand has loyalty programs for its customers, you can offer reward points as a birthday gift. Farmacy offers its customers 100 reward points on their birthdays that can be redeemed instantly at $5 off when they order.

Are You Ready to Build Customer Loyalty & Make More Sales with Automated Birthday Emails?

Birthday emails are a great way to boost user engagement and drive revenue. These emails help make your customers feel special.

As a business owner, you can’t afford to deprive your business of an opportunity to get a loyal customer base. 

Therefore, you should consider implementing automated birthday emails into your business. 

And to do this, all you need is just one plugin - FunnelKit Automations.

FunnelKit Automations is the most effective tool for your marketing automation and broadcasts. Use it to leverage your automated birthday campaigns and encourage repeat customers for your business.

It’s a must-have plugin to help grow your business to the moon!

So why wait? Start with your birthday automation today!!

Author: Editorial Team
The Editorial Team at FunnelKit (formerly WooFunnels) is a passionate group of writers and copy editors. We create well-researched posts on topics such as WordPress automation, sales funnels, online course creation, and more. We aim to deliver content that is interesting and actionable.