This article is specifically aimed at Merchants using the Happy Birthday app to send out their Birthday emails.
Article Quick Links
- What is the follow-up birthday email feature?
- Requirements and limitations
- Follow-up birthday email settings and styling
- Discount code
- That's It!
- Need any help?
What is the follow-up birthday email feature?
Whilst your Birthday Email Campaign is an excellent way to show customers how much you appreciate their business by wishing them a Happy Birthday, you will also want to make sure that they are re-entering into the buying cycle by using their birthday discount code.
With the follow-up birthday email feature, you can now automatically send a single but timely email reminder before a birthday discount code expires. It will only be sent out if the birthday discount has not already been used.
The follow-up birthday email can either be the same as the original birthday email, or, you can choose to modify the message, banner image, terms and conditions and styling. It will contain the same discount code information as per the original birthday email for the customer to either copy and paste or click on to be taken to the discount applied landing page.
The follow-up birthday email feature is disabled by default, but it can be enabled on any Happy Birthday plan via the app settings at no extra cost.
There are, however, a few requirements for the follow-up birthday email feature to work, so let's take a look at those next.
Requirements and limitations
- You must be using the Happy Birthday app to send out your Birthday Email. If you are using MailChimp, Klaviyo or Omnisend to send out your Birthday emails, unfortunately, you will not be able to use this feature.
- You must be using our auto-generated discount code feature as its expiry and usage can be tracked within the Happy Birthday app
- If you are using our SMSBump integration, follow-up sms messages are not yet available.
Follow-up birthday email settings and styling
The follow-up birthday email feature has very similar settings to the main birthday email campaign settings. We have added in the ability to mirror some of the settings from the main birthday email campaign so that they can automatically be used within the follow-up birthday email settings.
To begin editing the settings and style of your follow-up birthday email, go to the Happy Birthday app and select Settings and then select Follow-up Emails from within the Email Campaign section:
By default, the follow-up birthday email feature is disabled. We recommend customising your follow-up birthday email settings before enabling this feature.
By default, we will pull in the same details from your birthday email campaign settings. If you uncheck the "Mirror my Birthday Email Campaign Setup" checkbox, you will then be able to enter a different From Name and Reply-To Email should you need to:
We have provided some default wording for the Email Subject. Tweak or change the wording of the subject to suit your business.
Personalisation of the Email Subject is also possible as a merge tag (see our article on personalising the Birthday Email for more information on how to use these merge fields).
By default, the email banner image from your birthday email campaign settings will be selected to use for your follow-up birthday email. If you'd prefer to upload a different image, then just uncheck the "Mirror my Birthday Email Banner" checkbox and you will be able to upload a unique image:
We have provided some default wording for the Email Title and Email Content that appear in the main body of the follow-up birthday email. Tweak or change the wording used to explain that the recipient's birthday discount code is about to expire.
Personalisation of these fields is also possible (see our article on personalising the Birthday Email).
Email Terms and Conditions
By default, the Terms and Conditions from your birthday email campaign settings will be selected for use in your follow-up birthday email. If you'd prefer to change these for your follow-up birthday email, then just uncheck the "Mirror my Birthday Email Terms and Conditions" checkbox and you will be able to enter a new set of Terms and Conditions.
We provide a simple follow-up birthday email template with a few settings that can be tweaked to suit your branding and messaging.
The email template is set to a maximum width of 600px.
By default, the email styling from your birthday email campaign settings will be selected as the styling for your follow-up birthday email. If you'd prefer to change the styling for your follow-up birthday email, then just uncheck the "Mirror my Birthday Email styling" checkbox and you will be able to customise the styles.
If you choose to customize the styles, you can control the following elements of the follow-up email:
- Button Background Colour
- Button Text Colour
- Email Background Colour
- Email Font Colour
- Email Text Alignment
- Email Text Size
The follow-up email will only be sent if the discount code has not already been used.
There are two options available for when to send the follow-up email:
1. Send x days before the discount expires
The follow-up email will be sent this many days before the birthday discount expires. Select your preferred number of days:
2. Send x days after the birthday email
The follow-up email will be sent this many days after the initial birthday email was sent out:
You can choose to send the follow-up email at a specific hour in the day based on your timezone: (GMT+00:00) Europe/London
The unused discount code will also be included in the follow-up birthday email.
It will be in the same format as specified within the Discount code options within your main birthday email campaign.
Whether you've chosen for the customer to copy the discount code from the email and paste it into the checkout, or if you've chosen for the discount code to be applied directly from the birthday email, that setting will automatically be mirrored to the follow-up birthday email settings.
Hopefully the follow-up birthday email feature has been very simple to set-up.
Any existing birthday discounts that have not yet been used and meet the conditions specified within your Email sending settings will be sent out at the time you have specified.
Log in regularly to the Happy Birthday app to monitor the conversion rate of your Birthday Email Campaign to see how it improves over time.
Need any help?
If you would like any advice or support related to the follow-up email feature, please don't hesitate to get in touch.