Happy Birthday – Setting up a Birthday Email Marketing Campaign
Jul 10 2009
First off, Happy Birthday! (whenever your b-day is).
Birthdays are great opportunity to mix up your messaging to an email subscriber and give a non-sale oriented, warm and fuzzy to build trust and enthusiasm with your brand and email program. That doesn’t mean you don’t get to sell and covert though! Let’s take a look at how to set this up, automate, and also a few content ideas to get you thinking.
Setting up a Birthday Email
First off, your going to have to know their birthday. The best practice here is to capture that data at the opt-in. You can always get this information later through progressive profiling, but I would recommend adding it to the initial email capture so you can automate the email trigger from day one. Making this a required field is also a good idea if you are serious about birthday emails.
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Remember, you don’t need the year they were born, unless you plan on sending different content based on their age. It will also make the opt-in process faster.
Triggering the Birthday Email
Your ESP should have the ability built in to capture this in your form generator. In emailROI, one requirement is to choose the format of the date:

Once you have chosen the format, you will have a consistent format in your database to work with. Then, you can assign that birthday event trigger to a specific email message in your email app. This email will either reside independently or within a list or group.
This email should allow for personalization of name and or creative elements and coupon codes or offers. This also gives you flexibility to contiunally edit the message with out changing your opt-in code.
Birthday Email Ideas
Restaurants & Retail are going to have the most flexiblity here, as they can allow for free items or discounts. Let’s take a look at few that provide these:

Here was an email I recieved from Wendy herself. Along with a birthday greeting, it gives me a link to $1 off coupon I can use at any location. This is effective and trackable outside the online channel. They use Coupons Inc. to facilitate barcodes and personalized online printing. They also make good use of the preheader space with “Get Coupon” to tease the present. ![]()

Here is an email from Adidas that does a technqiue here that is noteworthy. Aside from the 15% off coupon, they give a secondary call-to-action to join the Addidas Insiders club. This takes advantage of the Birthday message to cross promote their club. I would be intrested to know how this element performs. Lesson here is that the email doesn’t have to include only 1 item.

El Gaucho, a fabulous NW steakshouse, doesn’t waste their birthday email opportunity with a small discount. They come right out with a $25.00 off discount that is sure to drive visitors. Every business is different, but to me, if your going to give someone a birthday gift, give them something they will remember. A halo effect will be placed on future campaigns to that subscriber, both online and offline.
Before you Implement Your Birthday Email Campaign – Some Things to Consider
Have you Seen Other Great Ideas?
If you have other examples or advice for our readers, we would love to hear about them! Please tell us in a comment below.
- Posted by Alex Williams
- @alexcwilliams
- at 11:34 AM
Published in Email Design, Email Marketing Strategy, Event Based Emails, Holiday Email Campaigns, Keep It Simple, Personalization, Tip Jar
Tags: advice, birthday email, email marketing, happy birthday email marketing, Ideas, tutorial









July 13th, 2009 at 8:54 pm
[...] Read the original: Happy Birthday – Setting up … [...]
July 16th, 2009 at 12:59 am
Great ideas!
July 27th, 2009 at 12:53 am
Good thing found at your blog about email marketing! Welldone! You have placed a good information on your blog. But, I want to talk something more about email marketing. Actually, it is not too easy as it seems. Most of the people are under misconception that collecting email IDs and using a bulk email sender can make you successful. But it is not. What do you think? Actually, most of the businesses these days are not selling one product. They are selling different products for diff. niches and for the different markets. So, in this case they should have the different lists of bulk email IDs. Email Marketing is being difficult in these days. But still experiments are being done by a lot of people and companies. I usually keep on trying the products of the different companies. Now a days, some wonderful products are coming in the market that can give you great earning opportunities. I do not want my comment considered as spam here so will not discuss about my blog, but if you visit my blog then you will find, how I am using different products for my email marketing these days and making a lot Really! When I found your blog about email marketing, It was great one and I could not stop myself writing comment? But, last thing, I want to ask, Do you offer newsletter to your visitors or not? Do you know any kind of program to make effective newsletter? Waiting for reply – Thanks – Regards
August 4th, 2009 at 2:56 am
very good idea,
especially useful when having an e-commerce store.
might prove difficult to implement when it is a newsletter list or other type of free subscription, when the birthday field is made mandatory.
August 11th, 2009 at 11:04 pm
[...] Happy Birthday – Setting up a Birthday Email Marketing Campaign Birthdays are great opportunity to mix up your messaging to an email subscriber and give a non-sale oriented, warm and fuzzy to build trust and enthusiasm with your brand and email program. That doesn’t mean you don’t get to sell and covert though! Let’s take a look at how to set this up, automate, and also a few content ideas to get you thinking. (tags: autoresponders triggered_emails) [...]