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Auto-Campaign Example: Happy Birthday
Daniel Freire avatar
Written by Daniel Freire
Updated over 2 years ago

Campaign Purpose: This campaign is designed for client engagement. Reach out to clients for their birthdays and make them feel special by offering a gift.

Entry Rule

Birthday - exactly 1 day from now

Goals

Purchases - specify the birthday offer

Auto-Messages

Happy Birthday (Members)

Happy Birthday (Active - Non-members)

Happy Birthday (Inactive - Non-members)

Time Delay with Rule: 1 day after entering campaign - Has a Membership or Package

Time Delay with Rule: 1 day after entering campaign - Has a Membership or Package (does not have a membership) AND Number of Class Visits (at least 7 visits within the last 30 days)

Time Delay with Rule: 1 day after entering campaign - Has a Membership or Package (does not have a membership) AND Number of Class Visits (0 visits within the last 30 days)

Don't forget about gift (Members)

Don't forget about gift (Active - Non-members)

Don't forget about gift (Inactive - Non-members)

Time Delay with Rule: 5 Days - Has a Membership or Package

Time Delay with Rule: 5 Days - Has a Membership or Package (does not have a membership) AND Number of Class Visits (at least 7 visits within the last 30 days)

Time Delay with Rule: 5 Days - Has a Membership or Package (does not have a membership) AND Number of Class Visits (0 visits within the last 30 days)

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