Hello everyone!
Strengthening the relationship that one maintains with prospects, customers, and partners is important.
We will see here how to automate the sending of birthday messages. The recipients will be, for this example, the members of my network of stores.
First, let us go to Contacts to ensure that our list contains the desired dates.
In the menu, I find “Contact list”, then select my list, and I note that the birthday dates are indeed present.
With the help of targeting, I could create several segments according to language, but we will keep it simple and consider that all members of the network are French-speaking. In this case, there is no need to create specific targeting.
I then go to Sarbacane Campaigns, and from the home page I click on “Create”.
By selecting “Automatic campaign” I am automatically directed to a list of triggers. I select “date” and then make sure of three essential things:
That my contact list is indeed the desired one
That the birthday column is correctly selected
That the format matches that of my list: a drop-down menu highlights the number of contacts found according to the format originally entered.
I can then decide to send an email or an SMS. I opt for SMS.
I can then personalize the SMS in question with the data at my disposal.
I then activate the scenario and that is all there is to it: each year, an SMS will be sent on the members’ anniversary date!
Thank you for following this tutorial, and see you soon on Sarbacane Suite.
