Updated: about 1 month ago
Create Birthday and Occasion Campaigns
Use personal milestones to create warm, timely customer experiences.
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Step-by-Step Guide
Choose the occasion and audience
Select the available birthday, anniversary, or occasion trigger and confirm that the required customer data is available and permitted for use.
Create an appropriate benefit
Offer a clear message or reward that feels celebratory and is operationally easy to honour. State the validity period and participating locations.
Schedule a useful window
Allow enough time for the customer to visit, but keep the offer connected to the occasion. Avoid overlapping occasion campaigns with identical rewards.
Related Articles
Understand Campaign Types
Create a Campaign Step by Step
Select and Segment the Right Audience
Set Up a Welcome Campaign
Set Up a Lapsed Customer Campaign
Write Campaign Messages That Drive Action
Attach a Reward to a Campaign
Schedule and Control Campaign Timing
Preview, Test, and Launch Your Customer Campaign
Measure Results and Troubleshoot Delivery
