Tuesday’s Tip: Automatically wish your Infusionsoft contacts a happy birthday

An easy way to keep your business in the front of a contact’s mind is to send them an occasional friendly note. A birthday is an excellent opportunity for this type of communication. Infusionsoft makes it easy to both collect a contact’s birth date, and to automatically send an email on the proper date.

Collect the birth date

Log into your Infusionsoft app and go to the Campaign Builder page. Click the Get Campaign Templates button in the upper right corner.

get-campaign-templates

Search for birthday. Hover over the Birthday Collection campaign, then click the Install button. This will copy the campaign into your app.

Open the campaign and follow the instructions provided in the campaign. You’ll need to take a few minutes to customize the emails provided in the campaign sequences. You can manually add people to the campaign, or use another campaign to add a tag to your contacts that will cause them to enter the campaign.

Once you publish your campaign, you are good to go! Any contacts that enter the campaign will get a friendly email asking them to provide their email address. This is all handled automatically so you don’t have to manually type anything into Infusionsoft.

Send a birthday message

Log into your Infusionsoft app and go to the Campaign Builder page. Click the Get Campaign Templates button in the upper right corner.

Search for birthday. Hover over the Birthday Reminders campaign, then click the Install button. This will copy the campaign into your app.

Open the campaign and follow the instructions provided in the campaign. Customize the birthday email to be relevant to your business. You could even include a special offer for your contact.

Once you publish the campaign, you are good to go! All the logic is already in place to send the birthday emails on the appropriate dates.

1 Comment

  1. We’ve been using this almost since when we first started using Infusionsoft. It’s such a neat way to exceed contact expectations!

    Reply

Leave a Reply