Birthday Month Personalized Discount Automation
A done-for-you e-commerce and retail automation built for the Customer Marketing Manager, connecting Mailchimp so the work below happens on its own.
What this automation does, step by step
Customers automatically receive a personalized discount code during their birthday month, pulled directly from their stored profile data, without the customer marketing manager building and sending a manual birthday list every single month.
The offer is timed to arrive at the start of the birthday month, giving customers plenty of time to actually use it, and birthday campaigns consistently convert at a noticeably higher rate than a generic promotional email since the offer feels personal rather than mass-blasted.
- Shopify or WooCommerce
- Zapier or Make.com
- Klaviyo or Mailchimp
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a customer marketing manager has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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