Birthday email on a specific birthday

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Birthday email on a specific birthday

Hello all,

I am new here and I need help to set up a daily campaign that sends an email out to people on their 18th birthday. I have researched this and not finding the exact answer. The closest I see is this https://nation.marketo.com/message/182228-monthly-birthday-smart-campaign but I don’t know how set up a webhook and see anything other than Facebook or LinkedIn services in LaunchPoint. There is sending a birthday message here https://nation.marketo.com/blogs/marketowhisperer/2016/04/23/sending-a-birthday-message but I need to send this email on a person’s 18th birthday. Any help would be appreciated. Thanks

14 REPLIES 14
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Re: Birthday email on a specific birthday

Hi Michael,

To set up a webhook, first, you need to subscribe to a webhook platform. Use a free one here, you do not need any advanced functionality. Look into BrightHooks, Hoosh or Flowboost.

Once you have the subscription, you will have also the instructions on how to set this up in Marketo admin.

Finally, you will have to call the webhook from a smart campaign as explained in the doc : Use a Webhook in a Smart Campaign - Marketo Docs - Product Documentation

Now, for a specific birthday, you can still use simple smart campaigns.

create a smart list of every one who is above 18 or has no birth date (they will be excluded) :

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And another one of every one who is below 17 and 11 months (they will be excluded as well)

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Then create a smart campaign that run once for every one with a wait until the birthdate:

Smart list :

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first flow step, using an advanced wait:

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Make sure that people can only enter the smart campaign once :

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Schedule your campaign to run every day.

-Greg

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Level 10 - Community Moderator

Re: Birthday email on a specific birthday

Why not

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?

I'm not so into have hundreds of thousands of leads in waits.

(And I say this as the author of one of those webhook platforms!)

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Re: Birthday email on a specific birthday

Hi Sanford,

Never tried the "years" in DCV on dates

-Greg

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Level 10 - Community Moderator

Re: Birthday email on a specific birthday

It works!

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Re: Birthday email on a specific birthday

Then, agreed, that's the best way to go.

-Greg

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Re: Birthday email on a specific birthday

The technique will not necessarily have thousands of leads in wait, since they will enter the wait only 1 month before.

-Greg

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Level 7 - Champion Alumni

Re: Birthday email on a specific birthday

Are you serious? That works? My mind is blown.

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Re: Birthday email on a specific birthday

Yes it does, I tested it!

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Re: Birthday email on a specific birthday

The funny thing is that I could not find any documentation of this...