Birthday and Anniversary Coupon Email (Automaton Recipe)


Do you want to make loyal customers feel special and celebrated? Add this special day coupon code automation to your coupon marketing strategy. It's a great incentive to get contact's to subscribe to your email list and provide their email address to opt-in to your marketing emails.
This automation helps you celebrate customers on a specific date, like their birthday or the anniversary of them signing up with you. It increases customer retention and lets your customers know their importance to you.

You can use this birthday and anniversary coupon email automation to send your customers...

- Birthday wishes
- Birthday rewards
- Birthday promotionial emails
- An anniversary email coupon
- Loyalty promotions
- Special birthday offers
- Anniversary coupons
- Discount coupons

...all of which reward customers and build customer loyalty.

The trigger in this automation uses a date-based custom field for an event such as a birthday or anniversary. Feel free to adjust the settings to what special day makes sense for your business. It is currently set to trigger on the month and day of the custom field and then send out an email campaign. You'll need your own system for developing and validating coupon codes.

Here's how the birthday and anniversary coupon email automation works:

1. The automation's trigger checks to see if today is a contact's anniversary or birthday. (You need to create a date-based custom field for this automation.)
2. If today's date matches the date-based custom field, the automation is triggered
3. The contact enters the automation and receives the special promo email
4. The automation waits 1 week
5. The automation checks to see whether or not the contact has clicked a link in the email
6. If the contact has clicked a link in the email, they are assigned the tag "Used Special Day Coupon." The contact then exits the automation.
7. If the contact hasn't clicked on a link in the email, they exit the automation without being tagged.
Note: You can decide if the special deal is valid anytime or only within a limited time, such as just the birthday month.

Share recipe

Get started today

Try it free. No credit card required. Instant setup.