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Birthday and anniversary email flow_□×

Birthday and anniversary email flow

One email a year per person, sent when they are already thinking about buying something for themselves.

What it is

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A dated flow triggered by a birthday collected at signup, or by the anniversary of a first order. Small audience per send, consistently strong response, almost no upkeep once built.

Collecting the date without killing signups

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Do not ask for it in the signup form. Ask in the welcome series, or in a preference centre, once someone already has a reason to tell you. Month and day is enough, and asking for a birth year loses people.

What to send

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Send a few days before, not on the day, so it is useful. Give something with a real value: a gift with purchase, free postage, or a genuine discount with a two-week expiry. An email that just says happy birthday is a wasted send.

The anniversary version works well paired with winback for customers who never reordered.

Not sure whether this flow is set up properly? The free audit tells you in writing, in five working days.

Get the free auditSee pricing

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