Skip to main content

I'm looking to set up a birthday email flow and would love some insights from those with experience in this area. Specifically, I'd like to know:

  1. Effectiveness: Are birthday email flows typically effective in driving engagement and sales? What results have you seen from implementing them?

  2. Best Practices: What are the key do's and don'ts when setting up a birthday email flow? Are there any common pitfalls to avoid?

  3. Target Audience: Should this flow be set up for customers only, or is it beneficial to include prospects as well? How do you decide who should receive these emails?

  4. Preventing Misuse: How can I prevent people from entering today’s date (or a very near date) as their birthday just to receive the offer? Are there best practices or specific strategies to mitigate this?

  5. Testing Effectiveness: What are some effective methods to test and measure the success of a birthday email flow? How do you determine if it's truly contributing to your goals?

Any insights, experiences, or resources you can share would be greatly appreciated!

Thanks in advance!

Hey @GV123 

We would definitely recommend you create a birthday flow, wishing someone on their birthday is quite personal and shows you genuinely care about them. Birthday flow usually also gives special discount to them and that makes it even better for your customers

Here is How to build a birthday flow

Now to answer your questions specifically

Effectiveness: Birthday emails typically have higher open rates compared to regular promotional emails. This is due to the personal relevance and the anticipation of a special offer. Personalized messages like birthday emails help build stronger customer relationships and loyalty, encouraging repeat business.

Best Practices : Provide a compelling offer that feels exclusive and valuable, such as a discount, free gift, or special service. Include engaging and celebratory content, such as festive images, animations, or videos, to make the email visually appealing.

Make it easy for recipients to redeem their offer with a clear and prominent call-to-action (CTA).

Target Audience: It's generally more beneficial to set up the birthday email flow for existing customers, as they have a higher likelihood of engaging with your brand and redeeming the offer.

Preventing Misuse: - Even if they use today’s date, they will get the discount once, but that will be able to use it only once per email. also you can add a filter “created is atleast X days ago” (you can use 90,120 days etc) so only profiles who have been with you for atleast 120 days and have their birthday today will get the offer, this will eliminate those who just create or subscribe to your website just for that discount. Also in Klaviyo use the dynamic coupon code so that it is the code is to be used only by the customer receiving that email.

Testing Effectiveness: Monitor key metrics such as open rates, click-through rates, conversion rates, and revenue generated from birthday emails. Look at the engagement levels before and after implementing the birthday email flow to measure its impact on overall customer interaction and sales.

I hope this helps

Cheers

Arpit

Reply


Terms & Conditions

Links & Resources

Platforms

Partners

Useful Things

About

  • Terms and Privacy |
    © 2024 Klaviyo All rights reserved. Klaviyo and the Klaviyo logo are trademarks or registered trademarks of Klaviyo, Inc. or its affiliates.