Send Pre-Birthday/Post-Birthday Emails with Exclusive Offers Using Workflow Automation

Send Pre-Birthday/Post-Birthday Emails with Exclusive Offers Using Workflow Automation

Intorduction

Want to make your customers feel special even before their big day? With Workflow Automation, you can automatically send personalized pre-birthday emails that include exclusive offers or discounts. This not only delights customers but also encourages early engagement and drives more sales. In this guide, you’ll learn how to set up pre-birthday triggers, design your email, and deliver a timely surprise that keeps customers coming back.

Here are the steps to send pre-birthday emails with exclusive offers using Workflow automation:




Step 2: Click on Create from Scratch




Step 3: Drag and drop the Date property



Step 4: Select the date property - Birthday. Also, select the date filter, the options of the date filter are:
1.) Same day - Trigger starts on the customer’s birthday.
2.) Is after - Trigger starts after the birthday.
3.) Is before - Trigger starts before the birthday.
4.) 1st of the month - Trigger will start on every first of the month.


If you are selecting Is after or Is before, you need to add the no. of days to trigger the workflow




Step 5: Select the filters and actions as per your requirement and click on Save.


Now, customers will receive the emails as per your settings.

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