How to Send Automated Birthday & Anniversary Emails in WooCommerce

Do you need to ship automated birthday and anniversary emails in WooCommerce?

Birthdays and buy anniversaries are nice alternatives to get in contact along with your clients. By marking these particular dates, you may make clients really feel valued, increase engagement, and even get extra gross sales by providing incentives like customized coupon codes and reductions.

On this article, we are going to present you how one can ship birthday reminders and buy anniversary emails in WooCommerce.

Why Ship Automated Birthday & Anniversary Emails?

For those who run a web-based retailer, then an e mail record means that you can promote your services and products to individuals who have already proven an curiosity in your enterprise.

Professional Tip: Despite the fact that WordPress can ship messages you should never use WordPress to send emails. To discover a higher different, please see our professional choose of the best email marketing services for small businesses.

After building an email list, it’s necessary to maintain subscribers engaged and involved in what it’s a must to say. One possibility is to ship automated birthday and anniversary emails.

Instantly, this makes clients really feel extra valued and appreciated, which might increase model loyalty. Nevertheless, you’ll be able to usually get much more engagement and gross sales by providing rewards akin to reductions, coupon codes, and free items.

These e mail campaigns are sometimes extremely popular with clients. In reality, based on Omnisend, birthday emails have a forty five% open fee, a 12% click-through fee, and a 3% conversion fee, which is way increased than the nationwide common.

With that being mentioned, let’s see how one can ship automated birthday and anniversary emails in WooCommerce.

Easy methods to Ship Automated Birthday & Anniversary Emails

The simplest solution to ship automated birthday and anniversary emails in WooCommerce is by utilizing FunnelKit Automations Pro. FunnelKit is the best automation tool for WooCommerce web sites. It means that you can customise your WooCommerce emails utilizing a drag-and-drop builder, and create automated e mail and SMS campaigns.

First, you will have to put in and activate the FunnelKit Automations Professional plugin. For extra particulars, please see our information on how to install a WordPress plugin.

Additionally, you will want the free FunnelKit Automations plugin, because the premium plugin makes use of it as the bottom for its extra superior options.

Upon activation, head over to FunnelKit Automations » Settings and add the license to the ‘FunnelKit Automations Professional’ area.

You could find this info beneath your account on the FunnelKit website. After getting into the important thing, simply click on on the ‘Activate’ button.

Now, you’re able to create automated birthday and anniversary reminder emails. Merely use the short hyperlinks beneath to leap straight to the e-mail marketing campaign you need to create.

Easy methods to Ship Automated Birthday Emails in WooCommerce

Customized birthday messages can assist you construct a stronger relationship along with your clients, whereas additionally encouraging model loyalty.

Even higher, you’ll be able to add a present to your birthday messages, akin to a customized coupon code, a free improve, or a complimentary digital download akin to an ebook. These items can increase engagement, get clients to go to your web site, and even get you extra gross sales.

With that being mentioned, let’s see how one can ship automated birthday emails utilizing the FunnelKit Automations plugin.

Step 1. Get the Buyer’s Date of Start

Earlier than you’ll be able to ship automated birthday emails, you’ll must know the shopper’s date of beginning. You’ll be able to acquire this info on WooCommerce’s checkout web page, My Account web page, or thank you page.

To get began, go to FunnelKit Automations » Settings within the WordPress dashboard.

Within the left-hand menu, choose ‘Birthday Reminders.’

Now you can select the place so as to add the date of beginning area.

The primary possibility is to gather this info on the checkout web page.

By making this area a part of the checkout course of, you’re assured to get the knowledge. Nevertheless, this does add an additional step to the buying course of, which can enhance your cart abandonment rates.

So as to add a area to the WooCommerce checkout page, merely test the field subsequent to: ‘Allow Date of Start area on WooCommerce checkout.’

By default, FunnelKit will use a ‘Date of Start’ label however you’ll be able to substitute this with your personal customized phrasing like ‘Birthday’ by typing into ‘Subject Label.’

It’s also possible to change the place the sphere seems on the WooCommerce checkout web page by opening the ‘Subject Place’ dropdown.

Then, select between After Billing Particulars, Earlier than Order Notes, or After Order Notes.

An alternative choice is including the sphere to the ‘Account particulars’ part of WooCommerce’s My Account web page.

This lets you acquire the date of beginning with out including friction to the buying course of. Nevertheless, there’s no assure that each buyer will go to the My Account web page and enter their date of beginning.

So as to add this area to the My Account web page, simply test the field subsequent to the ‘Allow Date of Start area on My Account’ possibility.

To alter the label, merely kind your customized messaging into ‘Subject Label.’

Lastly, you’ll be able to add the birthday area to the thanks web page utilizing a shortcode.

On this approach, you’ll be able to acquire the date of beginning with out including extra steps to the checkout course of. The client will even see the thanks web page each time they make a purchase order, so that they’ll get a number of possibilities to enter their date of beginning.

To create a shortcode, test the field labeled ‘Allow Date of Start assortment type shortcode on the Thanks web page.’

By default, FunnelKit will present the next message when a buyer enters their date of beginning: Thanks for submitting your Birthdate!

To switch this with your personal messaging, merely kind into the ‘Success Message’ area.

After that, FunnelKit will create the shortcode.

Merely click on on the ‘Copy’ button to repeat the code to your laptop’s clipboard.

Now you can add the shortcode to your WooCommerce thanks web page. For those who don’t have already got a customized web page, then please see our information on how to easily create custom WooCommerce thank you pages.

For extra info on tips on how to place the shortcode on the thanks web page, take a look at our information on how to add a shortcode in WordPress.

While you’re proud of how the sphere is about up, click on on ‘Save Settings’ to make it reside.

Step 2. Create a Birthday E mail Automation For WooCommerce

Now you’re recording the shopper’s beginning date, it’s time to create an automatic comfortable birthday workflow.

To get began, go to FunnelKit Automations » Automations (Subsequent-Gen) and click on on the ‘Add New Automation’ button.

Right here, you’ll see all of the ready-made e mail campaigns you need to use to get well deserted carts, sell online courses, and extra.

To ship automated birthday emails, click on on ‘Begin from Scratch.’

Now you can kind in a reputation for the automation. That is simply to your reference, so you need to use something you need.

With that executed, click on on ‘Create.’

This launches FunnelKit’s user-friendly email automation builder, prepared so that you can create the WooCommerce workflow.

To get began, click on on ‘Choose Set off’.

Now you can select the motion that can set off the automated workflow in WordPress.

Within the popup that seems, click on on ‘Birthday Reminder.’

Then, choose ‘Finished’ so as to add the set off to your workflow.

The following step is configuring the set off, so go forward and click on on ‘Birthday Reminder.’

Within the popup that seems, you’ll be able to select whether or not to run the automation on the contact’s birthday, or earlier than the contact’s birthday.

On this information, we’ll present you tips on how to create follow-up emails. For instance, you would possibly ship the shopper a personalized coupon code 7 days earlier than their birthday, after which a follow-up e mail warning that their coupon is about to run out.

With that in thoughts, you could need to choose ‘Earlier than contact’s birthday’ after which kind within the variety of days.

An alternative choice is to pick ‘On contact’s birthday.’

It is a sensible choice in case you’re merely wishing the shopper a cheerful birthday, otherwise you’re sending them a free gift coupon that doesn’t expire.

With that executed, it is advisable to inform FunnelKit when to ship the birthday e mail. Usually, you’ll need to use the time when your clients are almost definitely to be on-line.

That mentioned, it helps to know as a lot about your clients as doable. For those who haven’t already, then we suggest installing Google Analytics in WordPress. This can provide help to study extra about your clients, together with their location and time zone.

By repeatedly monitoring and fine-tuning all of your custom WooCommerce emails, it is best to be capable to enhance your open charges and conversion charges.

To ship the automated birthday e mail at a particular time, merely kind into the fields that present ‘HH’ (hour) and ‘MM’ (minute) by default.

It’s doable for a buyer to be in the identical workflow a number of occasions, concurrently.

This can be a good suggestion for some automated workflows, akin to upselling or cross-selling automations the place a number of campaigns could also be operating without delay. Nevertheless, this doesn’t make sense for an automatic birthday marketing campaign, so be sure to choose ‘As soon as.’

When you find yourself proud of how the set off is about up, merely click on on the ‘Save’ button.

Step 3. Create a Customized Birthday Coupon (Elective)

Many companies ship their clients a coupon code on their birthday. This will make clients really feel valued, whereas additionally getting you extra engagement and gross sales.

With that in thoughts, you could need to create a customized coupon that you just’ll add to the birthday e mail. To do that, click on on the ‘+’ after which choose ‘Motion.’

Within the popup that seems, click on on the ‘WooCommerce’ tab.

Then, choose ‘Create Coupon.’

Lastly, click on ‘Finished’ so as to add the motion to your workflow.

Again in the principle FunnelKit editor, click on on the motion you simply added. This opens a popup the place you’ll be able to customise the ‘Create Coupon’ motion.

To start out, kind a reputation for the coupon into the ‘Coupon Title’ area. That is simply to your reference so you need to use something you need.

After that, select the kind of coupon that you just need to create, utilizing the ‘Low cost Sort’ dropdown menu.

FunnelKit helps proportion reductions, fastened cart reductions, and glued product reductions.

After making a call, you’ll must kind the low cost quantity into the ‘Quantity’ area.

FunnelKit mechanically creates a novel coupon code for every contact. Nevertheless, you’ll be able to add a prefix to the beginning of the coupon, which might both be plain textual content or dynamic merge tags.

FunnelKit will substitute merge tags with actual textual content each time it creates a code, so this can be a nice solution to create customized coupons.

Because you’re making a birthday e mail, it’s a good suggestion to incorporate the shopper’s title within the coupon. This will catch their consideration and likewise makes your code simpler to recollect.

You’ll be able to add the shopper’s title utilizing a merge tag, so click on on the ‘{{.}}’ icon.

Notice: Some merchandise use different names for merge tags. WPForms, for example, calls them smart tags.

This opens a popup the place you’ll be able to look by way of all of the out there merge tags.

While you discover a tag you need to use, you would possibly see both a ‘Copy’ or ‘Settings’ icon. For those who see the ‘Copy’ image, then merely click on to repeat the merge tag.

With that executed, you’ll be able to go forward and paste the tag into the ‘Coupon Code Prefix’ area.

As you’ll be able to see within the following picture, you need to use a mixture of plain textual content and tags.

When wanting by way of the tags, you may even see a ‘Settings’ icon as an alternative of a ‘Copy’ icon.

For instance, the next picture reveals a ‘Settings’ icon subsequent to the Contact First Identify merge tag.

This icon means that you can set a fallback, which FunnelKit will use if it doesn’t have entry to the actual worth.

For those who see a ‘Settings’ icon, then give it a click on and kind some textual content into the ‘Fallback’ area.

After making a fallback, click on on ‘Copy.’ With that executed, merely paste the merge tag into the ‘Coupon Code Prefix’ area.

By default, the coupon won’t ever expire. A way of urgency and FOMO can encourage clients to make use of the coupon, so you could need to choose the button subsequent to both ‘Expire after Particular Days’ or ‘Expire on Particular Date.’

You’ll be able to then use the controls to schedule the coupon in WooCommerce.

Lastly, you’ll be able to select whether or not the coupon provides consumers a free shipping discount.

Clients love free delivery, so you could need to take into account choosing the ‘Sure’ radio button beneath ‘Permit Free Delivery.’

While you’re proud of how the coupon is about up, ensure to repeat the code beneath the ‘Coupon Title.’

You’ll want so as to add this code to the birthday e mail, so retailer it someplace protected.

With that executed, click on on ‘Save’ to retailer your adjustments.

Step 4: Design the WooCommerce Automated Birthday E mail

Now, it’s time to create the WooCommerce e mail that you just‘ll ship to clients.

To get began, click on on the ‘+’ button after which choose ‘Motion.’

Within the popup that seems, select ‘Ship E mail.’

Then, click on on ‘Finished.’

Now you can create an e mail by typing in a topic and previewing it.

You should utilize a mixture of plain textual content and merge tags. So as to add a merge tag, simply click on on the ‘{{.}}’ icon subsequent to the sphere the place you need to use the tag.

You’ll be able to then add merge tags by following the identical course of described above.

While you’re proud of the topic and preview, scroll to the small textual content editor.

Right here, you’ll be able to create the e-mail physique textual content by typing into the editor. It’s also possible to add dynamic tags by choosing ‘Merge Tags’ after which following the method described above.

So as to add your coupon code, merely paste or kind within the {{wc_dynamic_coupon id='6'}} code you copied within the earlier step. Double-check the ID quantity for the low cost you’re sending the consumer.

The textual content editor has all the usual textual content formatting choices, so you’ll be able to add links, change the textual content measurement, change the font, and extra.

To see how the e-mail will look to clients, merely click on the ‘Present Preview’ button.

While you’re proud of how the birthday e mail is about up, don’t neglect to click on on the ‘Save & Shut’ button.

Step 5: Add Comply with-up Emails to the Birthday Marketing campaign

At this level, you would possibly need to add a number of follow-up emails to the marketing campaign. For instance, you would possibly ship the shopper’s birthday coupon prematurely, adopted by a easy greeting on their birthday.

When creating follow-up emails, it’s necessary so as to add a delay so the shopper doesn’t get all of the messages on the identical time.

To do that, click on on the ‘+’ icon after which choose ‘Delay.’

On this display screen, open the dropdown that reveals ‘Minutes’ by default and select a worth from the record. When making a birthday e mail sequence you’ll sometimes need to choose both ‘Days’ or ‘Weeks.’

After that, kind within the worth you need to use, akin to 1 Week or 3 Days.

With that executed, you’ll be able to set the time when FunnelKit will ship the follow-up e mail.

It’s often a good suggestion to ship emails at a time when the shopper is almost definitely to be on-line, or while you sometimes get the best open charges.

To do that, simply test the next field: ‘Delay till a particular time of day’.

Now you can set a time utilizing the brand new settings that seem.

By default, FunnelKit will use the timezone in your WordPress settings. Nevertheless, you could need to schedule the message based mostly on the shopper’s timezone, by checking the ‘In Contact Timezone’ field.

While you’re proud of how the delay is about up, click on on ‘Save.’

With that executed, it’s time to create the follow-up e mail. Go forward and click on on the ‘+’ icon after which choose ‘Motion’.

Within the popup that seems, choose ‘Ship E mail.’

After that, click on ‘Finished.’

This opens a popup the place you’ll be able to create a topic and preview, and kind in physique textual content by following the identical course of described above.

When you find yourself proud of the follow-up e mail, don’t neglect to click on on ‘Save & Shut.’

So as to add extra delays and follow-ups, merely repeat these steps.

When you find yourself able to make the automation reside in your WordPress website, click on on the ‘Inactive’ slider in order that it turns to ‘Lively.’

That’s it. FunnelKit will now ship automated birthday emails to your clients.

Easy methods to Ship Automated Anniversary Emails in WooCommerce

Buy anniversaries are a chance to get in contact with clients, and remind them about your online store.

It’s also possible to use anniversary emails to get extra conversions. For instance, in case you promote bodily merchandise, then you definitely would possibly encourage clients to reorder the merchandise by providing them a buy one get one free coupon or free delivery.

For those who promote subscriptions utilizing a plugin akin to WooCommerce Subscriptions, then you’ll be able to encourage the shopper to resume their annual subscription by providing them a complimentary improve.

Even higher, you’ll be able to current these coupons and particular affords as an unique reward for being a loyal buyer. This will make clients really feel valued and encourages them to reap the benefits of their reward.

Step 1. Create an Anniversary E mail Automation For WooCommerce

To start out, you’ll must create a brand new WooCommerce automation by going to FunnelKit Automations » Automations (Subsequent Gen).

Right here, choose Add New Automation.

Now, you’ll see all of the ready-made automation templates you need to use.

To create an anniversary e mail, click on on ‘Begin from Scratch’.

Now you can kind in a reputation for the automation. That is simply to your reference, so you need to use something you need.

With that executed, click on on ‘Create.’

Step 2. Add an Order Created Set off

Step one is including the workflow set off, so click on on ‘Choose Set off.’

Within the popup that seems, choose the ‘WooCommerce’ tab.

Then, click on on ‘Order Created.’

Subsequent, click on ‘Finished’ so as to add the set off to your workflow.

The following step is configuring the set off, so go forward and click on on ‘Order Created.’

Now you can select the order standing that you just’ll use within the set off.

Because you’re sending a purchase order anniversary e mail, you’ll sometimes need to test the field subsequent to ‘Accomplished.’

Nevertheless, you could need to choose ‘Draft’ or ‘Processing’ if incoming orders take some time to finish. For instance, in case you approve orders manually, then it could make sense to make use of the date when the order was created, slightly than the completion date.

By default, FunnelKit will run this automation workflow for each product the shopper buys. It is a sensible choice in case your online marketplace solely has a couple of merchandise, otherwise you promote dearer and opulent gadgets.

Nevertheless, in case your clients usually purchase a number of small merchandise, then operating this workflow for each single buy might create a number of anniversary emails. This will rapidly change into annoying and irritating for the shopper.

With that being mentioned, you could need to run the automated anniversary workflow for particular merchandise solely. To do that, choose the ‘Particular Merchandise’ radio button after which kind every product into the ‘Search by title’ area.

Subsequent, you’ll be able to select whether or not the shopper could be on this workflow a number of occasions, concurrently. The default setting is ‘As soon as,’ so let’s take a look at how this would possibly work in your WordPress web site.

If a buyer buys Merchandise 1, then FunnelKit will add them to the anniversary automation for Merchandise 1. Nevertheless, if the patron then purchases Merchandise 2, they received’t be added to the anniversary workflow for Merchandise 2, since they’re already within the workflow.

This will cease FunnelKit from sending a number of anniversary emails to the identical buyer, in a brief area of time.

An alternative choice is including the shopper to the workflow each single time they purchase an merchandise. It is a sensible choice in case you promote dearer or luxurious gadgets. For instance, in case you run an online boutique shop then it could make sense to rejoice each single buy anniversary.

To make this variation, choose the button subsequent to ‘A number of Instances.’ Then, click on the next toggle: Permit at the moment lively contacts on this automation to re-enter once more.

While you’re proud of how the set off is about up, click on on ‘Save.’

Step 3. Add a Delay

Now, it is advisable to set a delay. That is how lengthy the automation will wait earlier than sending the anniversary e mail to clients.

To get began, click on on ‘+’ after which choose ‘Delay.’

Within the popup, open the dropdown that reveals ‘Minutes’ by default and select a worth from the record. When creating an anniversary e mail you’ll sometimes need to choose ‘Months’ or ‘Days.’

After that, kind within the worth you need to use. For instance, if you wish to mark the shopper’s 1 12 months buy anniversary, then you definitely’ll must set the delay to 12 months or one year.

It sometimes is smart to ship the anniversary e mail when the shopper is on-line.

With that in thoughts, you could need to kind a time into ‘Delay till a particular time of day.’

By default, FunnelKit will use the timezone in your WordPress settings.

Nevertheless, you could need to use the shopper’s timezone as an alternative, by checking the ‘In Contact Timezone’ field.

With that executed, click on on ‘Save’ to retailer your settings.

Step 4. Create a Customized Coupon Code (Elective)

Chances are you’ll need to encourage buyer loyalty by sending a customized coupon code.

It is a significantly good possibility if a buyer’s subscription is because of expire. As a substitute of merely reminding the shopper in regards to the expiry date, you’ll be able to congratulate them on being a loyal subscriber and supply them a reduction in the event that they renew their subscription in WooCommerce.

To create a customized coupon code, click on on the ‘+’ icon within the FunnelKit editor. Then, choose ‘Motion.’

Within the popup that seems, choose the ‘WooCommerce’ tab.

Then, click on on ‘Create Coupon.’

Lastly, click on ‘Finished’ so as to add the motion to the workflow.

Now you can click on on the ‘Create Coupon’ motion.

This opens a popup the place you’ll be able to create the coupon, and personalize it by including FunnelKit merge tags.

For step-by-step directions, merely comply with the identical course of described above.

While you’re proud of how the coupon is about up, copy the small items of code beneath the ‘Coupon Title.’

Within the subsequent step, you’ll add this code to the anniversary e mail, so retailer it someplace protected.

While you’re completed, click on on ‘Save’ so as to add the coupon code to your workflow.

Step 5. Design the WooCommerce Anniversary E mail

Now, it’s time to create the e-mail that FunnelKit will ship to clients on their anniversary, by clicking the ‘+’ button.

Then, choose ‘Motion.’

Within the popup that seems, select ‘Ship E mail.’

Then, click on on ‘Finished.’

Now you can create an e mail by typing in a topic, preview, and physique textual content.

It’s also possible to personalize the e-mail by including merge tags. For instance, you would possibly embrace the shopper’s title, your retailer title, and different necessary info.

For step-by-step directions on tips on how to use merge tags, merely comply with the identical course of described above.

For those who’ve created an anniversary coupon, then you’ll be able to add it utilizing the code you copied within the earlier step.

While you’re proud of the anniversary e mail, simply click on on ‘Save & Shut.’

Step 6. Add Comply with-Up Emails to the Anniversary E mail Workflow

At this level, you would possibly need to add a number of follow-up emails to the marketing campaign. For instance, you would possibly remind clients when their anniversary coupon is because of expire.

When creating follow-up emails, it’s necessary so as to add a delay so clients don’t get all of your messages on the identical time.

To create a schedule, click on on the ‘+’ icon after which choose ‘Delay.’

Within the popup that seems, set the delay by following the identical course of described above. While you’re proud of the delay, click on on ‘Save.’

With that executed, it’s time to create the follow-up e mail. Merely add a ‘Ship E mail’ motion to your workflow by repeating the identical steps described above.

Now you can kind within the topic line, preview, and physique textual content.

While you’re proud of the follow-up e mail, simply click on on the ‘Save & Shut’ button.

Merely repeat the very same steps so as to add extra delays and follow-up emails.

Step 7. Publish Your Anniversary Emails in WooCommerce

While you’re lastly able to make the automation reside in your WordPress website, click on on the ‘Inactive’ slider so it reveals ‘Lively’ as an alternative.

FunnelKit will now ship anniversary emails to all of your clients and subscribers.

Bonus: Easy methods to Construct a Profitable E mail Checklist

Creating automated birthday and anniversary workflows is a superb begin, however for the most effective outcomes, it’s important to work on building your email list too.

That’s the place OptinMonster is available in.

OptinMonster is without doubt one of the best email capture plugins for WordPress utilized by over 1.2 million web sites. It has all the pieces it is advisable to flip guests into e mail subscribers.

OptinMonster means that you can create eye-catching e mail signup varieties together with popups, floating bars, full-screen welcome mats, slide-in scroll packing containers, inline customized lead varieties, gamified spin-to-win optins, and extra.

OptinMonater comes with over 400 professionally-designed templates you could customise utilizing the drag-and-drop builder.

For extra info, please see our full information on how to build your email list in WordPress with OptinMonster.

We hope this text helped you discover ways to ship automated birthday and reminder emails in WooCommerce. You may additionally need to take a look at our information on how to create a WooCommerce popup to increase sales and the best WooCommerce plugins for your store.

For those who favored this text, then please subscribe to our YouTube Channel for WordPress video tutorials. It’s also possible to discover us on Twitter and Facebook.