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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 and contains the following steps:

    • 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.

    • The automation will then finish and the customer will not receive any more emails. Please note that the automation will also stop if a customer responds to an email and completes their purchase.

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.


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

Encourage customers to use their thank you coupon by adding delays and emails to the flow and increasing the chance of another sale.

1. For Automations not currently enabled, please select edit and move on to step 2.

For Automations currently enabled, 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 to edit if currently enabled. Click Yes, disable and edit.


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


3. Select Email, SMS, Points, or Delay to add it to your flow


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


Modify trigger, delay, and email templates

Here you can adjust the blocks and ordering of your automation.
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 automation is initiated.

1. Click the settings icon to update the trigger settings


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


3. Click Save Changes

πŸ“ Note: In order for this automation to send to first-time customers, it should trigger when the order count equals 1.


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


3. Click Save changes

4. Click Clone step if you need to repeat a delay in the automation flow


5. Click delete if you want to delete the step


Email templates

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

To edit the content of your email templates, click the three horizontal lines to edit the email content

  • Click clone step to clone the email and add it as the next step in the flow

  • Click the delete to delete the email template


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

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