Boost customers' loyalty by offering them rewards to celebrate their birthday. Optimize your flow for performance by adjusting the content of emails, adding or removing emails and adjusting delays.

In this article:

  • The default Birthday email flow
  •  Adding emails and delays to your flow
  • Modify email flow blocks 

The default birthday email flow

To view default email flow:

1.In the app admin, go to Email Flows 

2. Click on Say Happy Birthday 

The default flow for Birthday emails:

  • The trigger is activated 7 days before the customer's birthday
  • The first email is sent, letting customers know that they have received an early birthday gift - a 10% off coupon
  • If the first email does not result in a purchase, a second email will be sent 7 days later, wishing them a happy birthday and prompting them to use their gift
  • One more reminder will be sent 21 days later, letting the customer know their birthday gift will expire in 2 days
  • The email flow will then finish and the customer will not receive any more emails

📝Note: the email flow will also stop if a customer responds to an email and completes their purchase

Adding emails and delays to your flow

1. On the Email Flows page, click Edit next to Birthday

💡Tip: If you are already on the Birthday preview page, click Actions > Edit Flow

2. Click the ⨁ icon to insert an email or delay into your flow

3. Select Email or Delay to add it to your flow

Make sure that you put a delay between emails in the flow or Marsello will send your customer multiple emails at once.

Modify email flow blocks 

Here you can adjust the blocks and ordering of your email flow.
Monitor flow performance, and continue to make improvements to get the best results!

In addition to adding new emails and delays, you can:

  • Edit trigger settings
  • Adjust, clone or delete delays
  • Edit, clone or delete email templates


The Trigger dictates when the email flow is initiated

1. Click the settings icon to update the trigger settings

2. Set how long before they customer's birthday the first email will be sent 

Click save to confirm changes

A Delay is the period of time between when one email sends and the next email in the flow will send

1. Click the pencil icon to update the Delay settings

2. Select how much time to wait before the next email in the flow will send

Click save to confirm changes


3. Click the copy icon to clone the Delay block


4. Click the trash icon to delete the Delay block

Email templates create the content and messaging of the actual emails that are sent to your customer

1. Click the pencil icon to edit the email template
> Find out more about editing your email templates here


2. Click the copy icon to clone the email template


3. Click the trash icon to delete the email template

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