Automation has quickly become an email marker’s best friend. By being able to segment lists into targeted groups and schedule precise messaging, the whole email marketing world has changed to one that says no more to mass, generic messaging. If you haven’t started with email automation yet, one of the easiest and most effective types of campaigns you can set up is the birthday email.
Make Your Audience Feel Special
There are a lot of reasons why birthday emails are a valuable addition to your email marketing campaigns, like the automation. Once you get your form fields, email, and triggers set up, you don’t have to think about it again until you’re reporting or updating your offer.
Of course, the main reason is that it’s a highly effective email marketing strategy. Just look at some of these statistics from an Experian study:
- Birthday emails have 481% higher transaction rates than promotional emails
- Birthday emails get 342% higher revenue per email
- Birthday emails also average 179% higher unique clicks than promotional emails
Don’t those stats make you want to create an automated birthday email campaign right now? The numbers aren’t lying, birthday emails just work. On top of amazing analytics, birthday emails can also help you keep customers engaged and re-engage inactive subscribers since everyone loves a deal. You’re doing your business a disservice by not starting these types of targeted email campaigns.
Before you get started creating Happy Birthday graphics, read our best practices and tips. We’ve seen a lot of birthday emails and you could be sending high performing and high converting emails in no time.
Collecting the Data
If you’re not collecting your readers birthday, you can’t start sending out birthday emails. The way that this type of targeting messaging works best is by sending a coupon code or offer to your readers during the month of their birthday. However, if you don’t have that data, you can’t segment your list properly to set it up.
If you didn’t think to set up a birthday or birth month field, don’t panic! There are a couple solutions. Make sure that you add a birthday or birth month (this depends on how targeted you want to get) field to your email sign up forms ASAP so that you capture everyone’s information moving forward.
If you haven’t been asking for birthdays already, you can send an Update Your Account email. This email can be effective in getting some of your list to provide additional details if set up correctly. However, it doesn’t guarantee that you’ll get your whole list to update. The best way to entice people to update their account information, including birthday, is to offer a prize. It can be as simple as a $25 gift card to Starbucks or Amazon to one lucky winner. They are entered into the drawing by updating their account. It’s amazing what people will do for the chance to win $25!
Of course, the most effective way to ensure that you are collecting birthday information is to add it as a required field on your sign up forms.
Now, I know what you’re thinking: “But best practice says to keep the forms simple.” This is true, but requesting Name, Email, and Birthday is still a very simple form. There are also ways to create a two-part form, depending on the email sign-up form that you use. You can create the first half of the form to be just an email address field that it looks really simple, but when the customer hits submit a second part of the form pops up that asks for name and birthday. Again, keeping it streamlined but asking for a little bit more information.
The Birthday Offer
It’s their special day! An effective birthday email automation has to offer something to your customer to make them feel special and encourage them to buy. This can be a simple coupon code or discount or a freebie. The freebie can be premium content that you created specifically for the birthday list or one you already have on your site. However, reusing premium content that is available elsewhere isn’t as effective as creating a birthday specific freebie.
Discounts and coupons always work well, but surprisingly the biggest draw is a mystery birthday offer. Mystery birthday offers had the highest revenue at 502.4% compared to other promos like discounts and free shipping.
Don’t have anything to offer? Even sending a simple Happy Birthday message is a great way to build customer loyalty and stay top of mind during a time customers are likely to spend.
Keep the Subject Line Simple
Before your customers can take advantage of your offer, they have to open the email. Keep your subject line short, simple, and straight to the point. People look to open birthday emails because they know there will be something of value to them inside, so make it easy for them to recognize a birthday email in their inbox! Here are some great examples we’ve come across:
- Happy Birthday, [Name]!
- Why this works: It’s simple, straight to the point, and it’s personalized.
- We have a birthday SURPRISE for you!
- A special gift for your Birthday
- Your Special Birthday Gift
- Birthday Bonus on us
- Why these works: Playing on a sense of mystery makes readers want to click.
- [Name], is it your Birthday?
- Why it works: There will be a ton of happy birthday emails, asking a question stands out among them.
Any variation using the tricks of the trade in the subject line – you, birthday, or recipients name – is a winning tactic. We always recommend testing to all our clients. Even if you’ve been running successful birthday campaigns for a year, you should be testing your subject lines to improve open rates. A/B test some of these against each other and see which ones your audience responds to the best. Don’t forget to get our free Percent Change Worksheet to help you calculate the effectiveness of your tests!
Best Email Layouts
The birthday email should be short and easy to read. Your offer needs to stand out right away to grab their attention. Remember, you won’t be the only birthday offer in their inbox. If they opened your email, it means they are interested in spending money with you. Don’t make them work for it. Keep the offer details above the fold and eye-catching.
Repeat the Success
You’ve seen how successful a campaign like this is, repeat the success with similar types of campaigns! Send your readers a special discount code for being a member of your site for a year or celebrate a business anniversary by including your readers. Any chance you see to set up an automation that will make your readers feel special is a opportunity for success!