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Profile Enrichment: ask your customers their date of birth, phone number, gender, etc.
Profile Enrichment: ask your customers their date of birth, phone number, gender, etc.

You will learn how to only email the customers who have not entered this information in Reloadify.

Carola avatar
Written by Carola
Updated over a week ago

With data such as your customer's date of birth, phone number, gender or city, you can personalize your emails even more. And that's good for your sales! Is the personal information you want to mail to missing? Then ask your customer for it. Profile enrichment in Reloadify goes in 4 steps:

  1. Creating a landing page

  2. Designing the landing page

  3. Setting up the email

  4. Designing the email

1. Creating a landing page

To ask your customers for information, first create a landing page. You do this through "Forms" > "Landing Pages." In this example, I am asking for the customer's date of birth. I give the landing page the name "Profile Enrichment - Date of Birth" and the title, which the customers see, becomes: "Hooray, a present is waiting for you". This looks like this:

โ— In order to get a landing page working, you first need to verify your landing pages.

2. Designing the landing page

Now it's time to design your landing page. It's entirely up to you how you design your landing page. I throw in my content that if my customers enter their date of birth, they will receive a nice gift on their birthday.

To ask for a date of birth, you need to add a form to your landing page. This form must contain the "e-mail address" and "date of birth" fields. After all, you are asking for the date of birth and we need the e-mail address to link the date of birth to a customer profile. To put this form in your landing page, drag and drop the "form" block into your landing page:

Next, click on the form in your landing page. On the right side, all of the form's settings will open. The "email address" field is added to your form by default, as is the button to submit the form.

To add the "date of birth" field, click "Add new field" and choose "birthdate."

โ—๏ธ This box is specifically linked to the 'date of birth' field in profiles. So use this field to fill in the date of birth. The same goes for the other fields like gender, postal code, province, first name, last name etc.

Are you done creating your landing page? Great! Now put your landing page live and copy the URL that comes from it. You will need this URL later on.

3. Setting up the email

For profile enrichment you can use both a trigger and a newsletter. With a trigger, new customers in your customer base are continuously asked to enter the date of birth. With a newsletter you ask your current customer base for this once. In this example, I set up a trigger.

I call my trigger "Profile enrichment - customers without date of birth". Then I click on "Filter rules" and look for the following rule in "Profiles":

I fill in the rule so that the personal data is filled in 'not equal to' 'birthday'.

โ—A trigger always needs a time-based rule. Without a time-based rule, your trigger keeps going off continuously at the same profiles (when these profiles do not fill in their birth date). To avoid this, I add the time-based rule: trigger goes off on every Monday.

In total, my trigger looks like this:

Now every Monday, my trigger is going to look for customers who have not entered a date of birth. And then the trigger will be fired.

4. Designing the email

Next, create a suitable e-mail that you think fits the trigger. It is important that you eventually include the URL of your landing page in the trigger. I do this by putting a button in my e-mail that says 'click here to add your birthday'.

Under the button, I place the link (URL) of the landing page I created earlier. So, when your customers click on this button, they will be redirected to the landing page. This is where they enter their date of birth, so that the profile is enriched with this data.

Convenient, isn't it? You can do this for every field you can put in a form. Good luck!

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