Birthday flow

Birthday flow: What is it and what does it take?

A birthday flow can be set up in your Heyloyalty account regardless of license type. It’s part of our standard suite of behavioral triggers for your automations.

A birthday flow is the perfect occasion to congratulate your guests and give them some kind of gift or some inspiration for what they might want (which you “accidentally” (😉) sell, of course).

Set up a birthday flow

Set up your birthday flow by clicking Automations → Create new automation → Create flow.

Name your flow and select the list in question.

Select the Birthdays and holidays trigger and click Set Trigger.

In the popup that follows, select birthdate in the Select date field. What you choose in Select when depends on what you want to do with the flow.

Tip: If you want to sell something that the member needs for their birthday, choose Days before and 7 in Select when. That way, you send the email 7 days before the member’s birthday, so the member has time to buy something from you and receive it in time for their birthday. If your goal with the flow is simply to congratulate the member, you can choose Immediately in Select when. The email will then be sent during the night before the member’s birthday, so the member wakes up to a birthday greeting from you in their inbox.

Save settings. Click Next.

You will now see an empty flow. Start building your flow by clicking + and inserting the desired element, which in this case is Email.

Fill in the information and click Create.

Choose the desired email template and design your email.

After you’ve designed your email and saved your flow, you can activate the flow by clicking Inactive in the Status column of your automation dashboard.

Type Activate in the box and click Activate.

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