In our best practices, I give you examples of flows you can use in your email marketing. Copy the flow exactly or get inspired, and design a flow completely your own. In this article: celebrating your customer's birthday.
❗️ Note that a customer can be in multiple flows at the same time. Want to activate multiple flows? Align entry conditions or exclude profiles from other flows using a segment. This is not taken into account in the best practices.
💡 New to the world of flows? Then read our article on the basics of email flows first.
Settings for flow: customer birthday
A good way to express appreciation to your customer is to give a gift on his or her birthday. To never forget a birthday again, I set up a special flow. I use the following settings:
Name: Customer birthday
Description of the flow: Birthday discount
Condition: Only once, and enter multiple times
Node description: Birthday is in 2 days
Filter rules: Birthday is equal to -2 days
I set the flow with the rule "Birthday equals -2 days." By setting the rule to minus two, a profile steps in two days before its birthday.
Setting up flow for the client's birthday
I chose to keep the birthday flow short and sweet. Once a profile enters the flow, he receives an email containing an early birthday gift: 5% off a new order. Next, the profile falls into a filter. This filter is set to: "birthday was 1 day ago".
Once a profile meets these criteria, the profile moves on to the next point. This next point is a condition where I check if the profile has placed a new order since his or her birthday. Is this not the case? Then I send the profile a reminder and the profile leaves the flow.