Personalize Email Marketing with Birthday Automation: A Chatbot Builder AI Guide
Personalize your email marketing with a birthday automation chatbot. Learn how to set up a drip campaign that sends customers a special email on their birthday. Optimize your birthday email workflow for higher engagement and customer retention.
22. März 2025

Discover how to make your email marketing 10x more personal with birthday automation. Learn how to set up a drip campaign that sends a personalized email to your contacts on their special day, ensuring your brand stays top-of-mind and builds stronger connections with your audience.
Collect User's Name, Birthday, and Email
Subscribe User to Birthday Email Drip Campaign
Trigger and Send Birthday Email
Resubscribe User for Next Year's Birthday
Connect to Facebook Comment Automation
Conclusion
Collect User's Name, Birthday, and Email
Collect User's Name, Birthday, and Email
To set up the birthday email drip campaign, we first need to collect the user's name, birthday, and email address. Here's how we can do it:
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Collect the User's Full Name:
- We'll start by asking the user to provide their full name.
- The message will say: "Hey, please let us know what your full name is so that we can add you to our VIP email listing and send you something special on your birthday."
- We'll save the user's response to a custom field called "Full Name".
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Collect the User's Birthday:
- Next, we'll ask the user to provide their birthday (day and month).
- The message will say: "Thank you so much! When is your next birthday? Just tell us the day and month."
- We'll save the user's response to a custom field called "Birthday Day".
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Collect the User's Email Address:
- Finally, we'll ask the user to provide their email address.
- The message will say: "Amazing, last but not least, let's get your email so that we can send you an awesome freebie on your birthday."
- We'll save the user's response to a custom field called "Email".
After collecting all the necessary information, we'll provide the user with a confirmation message: "Thank you so much, you are now part of the VIP birthday email list!"
At this point, the user will be automatically subscribed to the "Birthday Drip" campaign, which will trigger the birthday email flow.
Subscribe User to Birthday Email Drip Campaign
Subscribe User to Birthday Email Drip Campaign
To subscribe a user to a birthday email drip campaign, we'll need to set up a few flows and a drip campaign:
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Birthday Detail Collector Flow:
- This flow will collect the user's full name, birthday, and email address.
- It will then subscribe the user to the "Birthday Drip" campaign.
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Birthday Email Flow:
- This flow will be triggered by the "Birthday Drip" campaign.
- It will first unsubscribe the user from the "Birthday Drip" campaign.
- It will then check if the current date matches the user's birthday.
- If it does, it will send a birthday email to the user.
- If it doesn't, it will resubscribe the user to the "Birthday Drip" campaign for the next year.
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Birthday Drip Campaign:
- This drip campaign will be set up to send the "Birthday Email" flow 24 hours after the user is subscribed.
By setting up these flows and the drip campaign, you can automatically send a personalized birthday email to your users on their special day, while also ensuring that they remain subscribed to the campaign for future years.
Trigger and Send Birthday Email
Trigger and Send Birthday Email
To trigger and send a birthday email, we'll set up the following:
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Birthday Detail Collector Flow:
- Collect the user's full name, birthday, and email address.
- Save the information in custom fields.
- Subscribe the user to the "Birthday Drip" campaign.
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Birthday Email Flow:
- Unsubscribe the user from the "Birthday Drip" campaign.
- Check if the current date matches the user's birthday.
- If it's the user's birthday, send a birthday email with a freebie.
- Resubscribe the user to the "Birthday Drip" campaign for the next year.
- If it's not the user's birthday, resubscribe the user to the "Birthday Drip" campaign.
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Birthday Drip Campaign:
- Trigger the "Birthday Email" flow after 1 day (24 hours) of the user being subscribed.
This setup ensures that the user is added to the birthday email list, and on their birthday, they receive a special email with a freebie. The process then repeats annually, checking the user's birthday and sending the email accordingly.
Resubscribe User for Next Year's Birthday
Resubscribe User for Next Year's Birthday
Once the birthday email is triggered, it will first unsubscribe the user from the drip campaign. This is a crucial step, as it allows the system to check the user's current date against their birthday.
If the current date matches the user's birthday, the system will send the birthday email. After that, it will resubscribe the user to the drip campaign. This ensures that the user will receive the birthday email again next year, on their actual birthday.
If the current date does not match the user's birthday, the system will simply resubscribe the user to the drip campaign. This way, the system will continue to check the user's birthday every day until it matches, at which point the birthday email will be sent.
This loop of unsubscribing and resubscribing the user ensures that the birthday email is sent on the correct date, year after year, without the need for manual intervention.
Connect to Facebook Comment Automation
Connect to Facebook Comment Automation
Now that we have all of the setup complete, the only thing left to do is to connect it to your Facebook for comment automation. Let's do that:
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Drag over a Facebook page that you use for these kinds of things. This is just a dummy post to give you an idea and show you how the setup would work.
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Create a post for this one, something like "Comment below if you'd be interested in joining our birthday email list."
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Make sure the Facebook page is connected already. You can do this by going into settings, channels, and then Facebook Messenger, and connecting it.
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Head over to Marketing Tools, then Facebook Comment Automation.
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Click on "Add" to create a new automation. Give it a name like "Birthday Email List."
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Choose to have it for a specific post, and select the post you just created.
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For the private reply to the comment, select the "Birthday Detail Collector" flow.
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For the public reply, you can have a simple text message like "We've sent you a DM."
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You can customize the options for things like replying to all comments, only new contacts, etc.
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Set the reply timing to "Immediately" so you can see the effects right away.
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Click "Save" to activate the automation.
And that's it! Now, when someone comments on your post, they'll receive a private message to collect their birthday details, and a public reply letting them know you've sent them a DM.
Conclusion
Conclusion
The setup of the birthday email drip campaign is now complete. The key steps are:
- Collect the user's name, birthday, and email through a flow.
- Automatically subscribe the user to a birthday drip campaign.
- The drip campaign will check the user's birthday daily and send a birthday email on the correct day.
- The drip campaign will then resubscribe the user for the next year's birthday.
This automated process ensures your users receive a personalized birthday message without any manual effort on your part. By providing a special offer or freebie, you can also use this as an opportunity to engage with your customers and show your appreciation on their special day.
FAQ
FAQ