Introduction

Offer visitors a promotion code on their birthday to engage your subscribers with personalised messages and encourage purchase.

Expert Tips and Advices

You can also send automated birthday emails with RMC. Invite your customers to celebrate their big day with a special offer from your store through personalised email campaigns.

How To Create This Playbook

1. Create a Targeting Rule

Create a rule to show birthday celebration message with a promo code to visitors who are celebrating their birthday once they arrive on your site.

Go to Target > Targeting Rules > New Targeting Rule
In the Title box enter a Name for your rule.
From the Criteria List, select the
1. Visitor - define the type of visitor who will see the pop-up Is Birthday - True
Click Save to add new rule.

2. Create a Targeting Action

Go to Target > Targeting Actions > New Targeting Action
In the Title box enter a Name for your targeting action.
Type '*' in the "Pages to be Applied" field to enable this pop-up on all pages across your entire site.
Select "Show Lightbox" for the Type.
You have different options to add Content to your Lightbox:
- Simply Copy and Paste your own Lightbox HTML to the Content area.
  OR
- Select from the built-in Templates and update content with the Design HTML option.
Select a Date Range for the banner to display.
Find and select the Targeting Rule you have created above from the Target Rules list.
Click Save to add new action.