Send Automated Annual Emails to Customers to Celebrate Birthdays

Why is this hack helpful?

Personalised marketing is key to building strong customer relationships, and what’s more personal than a birthday? Sending automated birthday discounts is a great way to show your customers you care, boost sales, and drive repeat business.

With HubSpot’s scheduled workflows, you can easily set up a system to automatically send birthday emails with a special discount code, making your customers feel valued and encouraging them to make a purchase.

Steps to Set It Up

1. Create a Date of Birth Property

If you don’t already have one, create a “Date of Birth” property for your contacts. This must be a Date picker property. The HubSpot default property is a single-line text, so you will need to create a new one.

• Go to Settings > Properties > Create a new property:
  • Object type: Contact
  • Group: Contact Information
  • Label: Birthday
  • Field type: Date picker

2. Create a Birthday Discount Email

Design a visually appealing email with a personalised birthday message and a unique discount code. Make sure the email is mobile-friendly and includes a clear call to action.

You can do this by going:

• Marketing > Email > Create email > Automated > Design your email however you like!

3. Create a Workflow to Send the Automated Email

Now, it's time to send the automated email via workflow!

Go to Automation > Workflows and create a new workflow with "On a schedule" as the trigger. The full trigger information will be:

• Enrol: Contact
• Frequency: Annually
• Date: [your Date of Birth or Birthday property]
• Time of day: The preferred time you want to send the discount email, such as 9 am.

Ensure that you have Re-enrol turned on.

4. Add the Send Email Action

• Press the Plus symbol to add an action.
• Go to Communications > Send Email > Choose your Birthday Discount Email.
• Press Save.

Wrapping Up

With this hack, you can automate your birthday marketing and create a more personal connection with your customers. By sending a special discount on their birthday, you’ll not only make them feel valued but also drive sales and encourage repeat business. This simple setup can make a big difference to your customer loyalty and overall marketing effectiveness.

Remember to track the performance of your birthday emails and adjust your messaging or discount offers as needed to optimise your results.

Happy HubSpotting!