The way birthday communications are created has changed. They are now handled by our new "Automated" communications, which are designed to accommodate a wide range of automated scenarios. However if you already use birthday communications then don't worry. All your communications will have automatically been converted to Automated communications.
Creating a Birthday Email (or SMS)
Previously a communication became a "birthday" communication if it included a birthday offer. So with a birthday offer attached, the communication would automatically be sent to customers 14 days ahead of their birthday.
Now a birthday communication is simply an automated communication that targets a "birthday" customer group. The concept of birthday offers is no longer applicable. Any offer can be used with a birthday communication (or even no offer).
Here are the steps for creating a birthday communication:
1. Create a "birthday" customer group (if you don't already have one)
Go to the Customers page
Select Birthday from the More menu (in the filter bar above the customer list)
Using the new Birthday filter that has appeared, select a desired value (e.g. "In 14 days")
Save as a new customer group, naming it as clearly as possible (e.g. "Birthdays in 14 days")
2. Create an Automated communication
Create a new communication.
Set the type to Automated communication.
In To choose your new customer group (e.g. "Birthdays in 14 days").
In Send every choose Day.
In Starting from choose a start date & time, where the time also dictates at what time each day your communication will be sent.
Ensure Communication Active is ticked and then save your communication.
Extra Power and Flexibility
The new Birthday filter gives a range of options not previously possible. So you could choose to target customers whose birthday is today, tomorrow or in 7 days. Your "birthday" customer group can also contain additional filters (not just the birthday filter). So you are completely free to create a number of "birthday" customer groups each targeting different demographics, with a different communication for each.