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Set up your Say happy birthday automation
Set up your Say happy birthday automation

Boost customers' loyalty by offering them rewards to celebrate their birthday.

Updated over a week ago

Before you get started

Some key details to note about the Say happy birthday automation:

  • The Say happy birthday automation is prebuilt in your Marsello app admin.

  • This prebuilt automation adheres to the following procedure:

    • The birthday automation 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.

    • When the automation is finished, the customer will not receive any more emails. (This automation will also be marked as complete if a customer responds to an email and completes their purchase.)

  • The Say happy birthday automation is fully customizable to suit your brand's needs. You can add/remove emails in the automation and even update the discount settings.


How to open the Say happy birthday automation for editing

1. In your Marsello app admin, go to Marketing > Automation > Say happy birthday automation and click Edit.

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πŸ“ Note: To disable an Automation, click the edit button to the right of the Automation's name in the Automation menu. This will trigger a pop-up asking you to disable the automation Click the Yes, disable, and edit button.


Adding emails, SMS, delays, and/or points to your automation

2. Open the email editor of your automation and click the ⨁ icon to insert an Email, SMS, delay, or add points into your flow.

3. Choose the step you will be adding to the flow (Email, SMS, Points, or Delay) and click Continue.

πŸ’‘Important: Make sure that you put a delay between emails in the flow otherwise, customers will only receive the first email due to the safe-sending period of 2 hours between receiving emails.

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Modify trigger, delay, and email templates

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

  • Edit your automation's trigger settings

  • Adjust, clone, or delete delays

  • Edit, clone, or delete email templates

Edit your automation's Trigger settings

The Trigger dictates when the automation is initiated. To update your automation's Trigger settings:

4. Click the cog icon to open the trigger settings menu

5. Set the order count that the first email will be triggered by

6. Click Save Changes


Adjust, clone or delete Delays

A Delay is the time between when one email is sent and the next email in the flow will be sent. To update your automation's Delay settings:

7. Click the pencil icon to update the Delay settings

8. Select how much time to wait before the next email in the flow will send and select Save changes

9. If you need to repeat a delay in the automation, go back to the pencil icon next to the Delay step and click on the three dots. Next select Clone step

10. If you need to delete the Delay step, go back to the pencil icon and click on the three dots. Next, select Delete


Edit, clone or delete Email templates

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

Edit your email template

11. Click the pencil icon to update the contents of your Email template

Clone your email template

12. Scroll to the email template in the automation that you wish to clone and click on teh three dots next to the pencil icon. Then select clone step.

Delete your email template

13. Scroll to the email template in the automation that you wish to clone and click on teh three dots next to the pencil icon. Then select delete.

Learn more: Here are some helpful guides with tips on customizing your emails.


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