Birthday Flow Magic: Surprise Your Customers

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Hey there

Happy Thursday! I hope you are feeling motivated and prepared to finish the week strong with enthusiasm.

Today, let's discuss birthdays. Many of us enjoy doing something unique on our special day. Personally, I tend to splurge more on shopping during my birthday month than any other time.

It's a great opportunity to connect with your customers, become a meaningful part of their lives, and showcase your brand so that they remember you when they decide to make a purchase.

But, most companies don’t do this. Why? Mainly because of these two reasons:

1. Either they don’t have the birthdates of their subscribers

2. Or, they don’t have an automated system to wish them

What if we could turn those birthdays into a quest for something better, something unforgettable?

Imagine this: it's your birthday, and you receive an email that's a personalised journey crafted just for you. That's the magic of a Birthday Flow, and I'm thrilled to show you how it can enhance your customers' birthday experience, surprising them like never before.

So, here's to birthdays that can take your customer connections to new heights while boosting your revenue.

Let's master The Birthday Flow!

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Now, coming back to the topic:

Step 1: Date-Based Property Configuration

This is your starting point. By setting up a Date-Based Property in Klaviyo, you'll easily collect customer birthdays as custom properties. It's like building the foundation for personalised celebrations.

You can add custom properties directly to a contact's profile. First, navigate to the profile you would like to add a custom property to. Here, you will see an area labeled Custom Properties, with an option to Add custom property. Click this and add the custom property you would like.

Step 2: Gathering Zero-Party Data!

So, how do we scoop up those important dates? Two cool ways:

1. Signup Forms: Imagine having a virtual birthday party where returning customers RSVP with their birthdays! We can set up signup forms to make it happen. Check out the example below!

2. Progressive Profiling: Time to get to know your customers a bit more. Ask them about their favourite snacks, book genres, you name it! Try out multi step forms, like the example below. It's like having a chat, but with forms. Plus, it helps enrich those customer profiles.

Now, once you've got that info, where does it go? Straight into your Klaviyo account! This magic place starts filling up customer profiles, just like this:

But wait, there's more! We're not stopping at pop-ups. Nope. You can also sneakily get that zero-party data from your campaigns. Yes, it’s true.

Here's how you can progressively profile in your campaigns: 

Instead of relying on just pop-ups, sneak in a section in your email campaigns. Just add a "Tell Us Your Birthday" button. When they click it, they're smoothly redirected to Klaviyo's preference centre. There, they can update their details and share their birthday in a snap! Simple as that!

I know what you are thinking! You don’t want to show this section of your email campaign to your subscribers who have already provided their birthdays. Go over to display logic and set the logic as shown in the example below:

Step 3: Date-Based Flow Symphony.

After you've set up the date-based property and got your zero-party data collection going, it's time to put it all to good use with a Date-Based Flow.

Here's how you do it:

1. Select the "Date Property" trigger: When you're crafting a new flow in Klaviyo, just pick this trigger.

2. Choose the Birthday property: Simple as that! It's right there in the selection menu.

3. Tweak the trigger settings: This is where the magic happens. Adjust the default settings to make sure your flow kicks in at least 2 weeks before the customer's birthday. That's the sweet spot for maximum impact.

And that's it! With this setup, your Date-Based Flow is ready to go, making sure you're reaching out to your customers at just the right time. Easy, right?

Step 4: Notifications - Your Secret Weapon. 

This step is about boosting your Birthday Flow by setting up notifications in Klaviyo, synced with your customer service team.

Here's the lowdown:

1. Boost your Birthday Flow: Add notifications in Klaviyo, syncing them with your customer service team.

2. The notification: It's a heads-up for your customer service team. They'll use it to send a personalised birthday gift, using the info you gathered in Step 2.

3. Example inside the flow: Imagine a notification popping up in Klaviyo, telling your team it's time for a birthday gift. They see all the customer info they need, making it a breeze to prep and deliver that surprise before the big day. And that's the drill! With notifications like these, you'll be making birthdays special without the fluff.

Step 5: The Grand Finale - Your Epic Flow Awaits

Bring it all together for an epic Birthday Flow that surprises and delights your customers. Consider tossing in a coupon code, but here's the kicker – use Notifications to maximise the power of experiential email marketing.

Wrapping it up: Take Your Customer Connections to the Next Level

Our Klaviyo Birthday Flow is more than just a way to say "Happy Birthday." It turns a simple celebration into a memorable experience. By gathering zero-party data and creating personalised journeys, you're not just boosting sales – you're building real connections.

Picture this: Your customer gets a thoughtful gift weeks before their birthday, showing your brand's commitment to personalised experiences. It's more than just an email; it's a celebration tailored to each person. The word-of-mouth marketing that follows is unmatched.

But hey, this is just the start! Dive into custom properties, harness the power of zero-party data, and watch your birthday flows become legendary.

Here's to creative email journeys and unforgettable birthdays!