You can set up a birthday campaign that sends automatically to Members on their birthday, every day or on a chosen day of the week. It keeps sending until you cancel it. To set one up, compose a birthday campaign, click Schedule, and choose how often it repeats.
Who this applies to. Leaders on a usage-based plan who can compose campaigns.
What are birthday campaigns
A birthday campaign is a scheduled campaign that repeats. Each time it sends, it goes to the Members whose birthday falls on that day.
You choose how often it repeats: daily at the same time, or on a specific weekday each week. The first date you pick is the start date of the pattern. You can send one message every day, or up to seven different messages, one for each day of the week.
A birthday campaign has no end date. When a message sends, it becomes an outbound Campaign with the exact recipient count.
Other scheduled campaigns send once. For those, see Scheduling campaigns.
Why should I use birthday campaigns?
You write a birthday campaign once and it goes out on the right day without you sending it by hand. Each message reaches only the Members whose birthday it is, so the text lands on a day that matters to that Member.
Sending up to seven different messages lets you vary the text by weekday instead of repeating the same message all year.
How do I use it?
Scheduling a birthday campaign
- Compose your birthday campaign.
- Click the Campaign Filter icon
to choose the audience.
- In the Manage Filters modal, click Suggestions > Birthdays. Note: To send a recurring birthday campaign, no other filters can be applied.
- Back on the Compose screen, click the schedule icon
to choose when the recurring birthday campaign starts and at which frequency, daily or weekly.
Finding your scheduled birthday campaigns
Open the Scheduled campaigns screen . Recurring campaigns are listed at the top. Your other scheduled campaigns are listed below them in date order.
Changing or stopping a birthday campaign
A birthday campaign has no end date, so it keeps sending until you cancel it. To change it, follow these steps.
Go to the Campaigns page and select the birthday campaign you want to change.
In the modal that opens, choose to edit the campaign or delete it.
Common questions
Why did Members get two birthday texts?
You probably have overlapping birthday campaigns, such as a daily one and a weekly one. Each sends as scheduled, so a Member with a birthday that day gets both. Open Scheduled and cancel the one you don't need.
Why didn't my birthday campaign send today?
If no Member has a birthday on a given day, no message goes out.
Can I send a different birthday message each day of the week?
Yes. You can have up to seven different birthday messages, one for each day of the week.