Introduction

Offer visitors a promotion code on their birthday to engage your subscribers with personalized 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

Since the goal of this campaign is to increase overall site conversion, success is measured by the conversion rate or revenue generated by the Birthday pop-ups. You can also get more detailed view in the performance of this pop-up by selecting "Set Tracking Parameter".

Create

1. Create a

Custom

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

2. Create a Targeting Action

Go to Target > Targeting Actions > New Targeting Action
Enter a Title (name) for 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 Custom Targeting Rule you have created above from the Target Rules list.
Save your changesClick Save to add new action.