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Introduction

Promotion code on visitor's birthday

Expert Tips and Advices




Example




How To Create This Playbook

Create a Custom Rule

Create a rule to show birthday celebration message with promotional codes to known visitors during their visit.

  1. Go to Target > Custom Rules > New Custom Rule

  2. Enter a Title (name) for your custom rule.

  3. From the Criteria List, select the Visitor - define the visitor has celebrating their birthday on that day. 
    Choose;
    is Birthday - True 


  4. Save your changes.



Create a Targeting Action

  1. Go to Target > Targeting Actions > New Targeting Action

  2. Enter a Title (name) for your targeting action.

  3. Type '*' in the "Pages to be Applied" field to enable this pop-up on all pages across your entire site.

  4. Select "Show Lightbox" for the Type.





  5. 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.


  6. Select a Date Range for the banner to display.

  7. Find and select the Custom Rule you have created above from the Target Rules list.

  8. Save your changes.









Track and Measure Performance



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