Never forget an important date again with our automated gifting capabilities! Perfect for celebrating your employees’ birthdays.
The Birthday campaign type is programmed to automatically send out gifts to your recipients on their exact birthday listed within your recipient entry. For monthly batch sends, please create either a Spot Rewards campaign, or a Scheduled Gift campaign!
Setting Up The Campaign 🎂
1️⃣ Click "Send Gifts"
At the top right-hand corner, click the blue "Send Gifts" button → Set Up an Automation → Birthday. A campaign will then be created under the automated birthday campaign type.
2️⃣ Automation Setup
Select your countries, gift budget, and collection. Only one collection can be selected. The collection at the chosen budget will be sent to your recipient, and they will claim an item from the list.
3️⃣ Gift Setup
This is where you can customize each part of your gift experience.
Choose Delivery Methods
Select your desired delivery method (Email/SMS/Slack/Teams).
If both Email and SMS are selected, the gift notification will be sent to both or either methods depending on what information is available for each recipient (email address & cellphone number)
Adjust Gift Settings
Campaign Name 📛: Name your campaign (ex. Birthday Campaign)
Gift Expiration Date ⏰: Add a rolling expiration date (ex. 60 days after a gift is sent). If you don't want gifts to have an expiration date, select "Never Expire."
Campaign Go-Live Date 🟢: Select the date & time for when you’d like your campaign to “activate.” Once the date & time rolls around, your campaign will sending out gifts from that point forward to eligible recipients on their birthday.
4️⃣ Personalize Gift Settings
Email Design 📧: If your recipient has an email, then they will receive a Snappy in their inbox! This is where you can customize the email message before they click the button in the email to claim their gift.
Wrapping Experience 🎁 : Once your recipient clicks the button, “Get my gift,” they will access their gift link and be shown a fun reveal page! The Birthday reveal page is set as the default, but you can select the one to your liking.
Greeting Card 📄: This is where the bulk of your personalized message should go! Just like how gifts have personal notecards, your Snappy gift should have a personalized greeting as well. Alternatively, you can also upload a video greeting instead.
➕ Advanced Page: Click here to view any other sections you would like to edit such as the Thank you headers, add a hyperlink, or edit your gift title!
Click here to learn more about gift personalizations.
5️⃣ Add/Upload Recipients
There are two ways to add your recipients via a Dynamic List or a Static List. Click here to learn more about uploading recipients via a spreadsheet.
Dynamic List 🔄
This is a active list. This option pulls your existing recipients from your main Recipients tab (roster). As more recipients are added to your main Recipients tab, they are also synced and added to your Birthday campaign as well.
Everyone in the account: If you wish to sync everyone from your main Recipients tab to your birthday campaign, please select “Dynamically added” to pull everyone who has an email or phone number listed into the campaign.
Create Filters: If you want to create a rule/filter that pulls from your main Recipients tab into your birthday campaign, select this method to add them. You can add a rule to pull recipients from specific countries or departments.
Static List 🔒
This is a fixed list. This option allows you to select a specific set of recipients to be included in your campaign. You will need to manually add your recipients to this campaign as needed.
Manually select: If you would like to manually select recipients to be added to your campaign, select this option.
Upload a file: If you have a spreadsheet file of your recipients and would like only those people from the list to be added, upload a file instead. The required fields are First Name, Last Name, Email or Phone Number, Country, and Hire Date.
Format for fields
Phone Number: numbers only - please remove special characters such as
Country: 2-letter country code. Click here to view the list.
Birthday: MM/DD or MM/DD/YYYY
Note: An accurate year is not required, since the campaign only considers your recipient's month and day. If the year is omitted in your spreadsheet, our system will auto-assign "2001" as the year for all recipients. Alternatively, you can use any year (in the past) as the birth year.
6️⃣ Review and Launch
The final step is to review your campaign and launch. Review the final page and make sure all campaign details are correct.
Send yourself a test email and/or preview the gift! The test email will show you what your email recipients will receive, and the gift preview will show you what it looks like starting from the wrapping experience.
If you do not have a billing method added, you will need to add one now. Please make sure that your billing method has enough funds to cover your gifts. If not, the campaign won't be able to send a gift to your recipient.
Once everything looks good, select the “Launch” button to launch your campaign. It will only start sending gifts to eligible recipients from the scheduled go-live date on their exact birthday.
Note: Your scheduled Go-Live date must start from the day you launch it or after. The campaign does not capture previous dates to send retroactive gifts to missed recipients.
Frequently Asked Questions
What time do the gifts get sent? Can I adjust it?
All gifts from our automated campaigns will be sent at around 14:30 UTC to eligible recipients. This cannot be adjusted at this time.Does the campaign send out any retroactive gifts after I launch it?
No, the birthday campaign is set to only send future gifts on your recipient’s exact birthday.
If you would like to send retroactive gifts to your recipients, please head to the Campaigns tab → Hover over your Birthday campaign → Select "Send More" → Add your recipient and send the missed gift(s).
If you need to view a projection of the gifts for the year (for both missed gifts and upcoming gifts), please head to the Projections tab by selecting the 3 dots button → "View Projections."Will the campaign send to everyone on my list at once when I select the launch button?
We understand your concern, but no need to worry! The gifts will not be sent immediately. The campaign will only send to your recipients on their actual birthday. The number of recipients is simply to confirm that those recipients are included in your campaign!What if I don’t know my recipient’s birth year?
No worries at all! Although our required format for birth date is MM/DD/YYYY, you can input any year starting from the previous year. If you input MM/DD, then the system will automatically assign a random year for your recipient during the upload.
When should I make multiple Birthday campaigns?
There are a few reasons why you should create multiple campaigns.If your recipients need to be sent a different collection from each other. (Ex. Snappy’s Picks (for serviceable countries) vs. Snappy Digital (for non-serviceable countries))
If your campaign set-up is for recipients in a different department. (Ex. Marketing vs. Product)
Can I see which recipients are going to be sent a gift and when? How can I get a projection of the year?
Yes, absolutely! You can actually view this information for the whole year, as well as by month by heading to the Billing tab → Select the “Projections” section. You can also export a report of the calendar view or table view if you wish.
How long is my campaign active for? Is it only active for the year I created it?
Once a birthday campaign is launched, it will be live year after year until it is manually paused by the admin. This way, you won’t have to create a campaign for each year! Simply stick with one birthday campaign, and you are good to go for the following years.
If you wish to inactivate your campaign for any reason, please head to the Campaigns tab → Select the 3 dots button to the right of your campaign → Pause.
Why is my "Launch" button grayed out?
This means that your campaign is already launched so no further action is needed. If you edited your campaign, your changes will auto-save. To confirm that your campaign is live, please check the top of your campaign where it will be marked as "Active."