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Sean Cuevas
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    Scheduling Emails and/or Postcards for Birthdays and Holidays

    About Scheduling Messages

    ONTRAPORT can send email and SMS messages based on specific dates, such "10 days before a birthday" or "3 days after opt-in". This allows you to customize your interaction with your Contacts based on any date. For US addresses Postcards can also be sent based on specific dates. This article will use a birthday greeting campaign as an example.

     

    Triggers to Add Contacts

    You can add all Contacts to a Campaign even if some of them have an empty Birthday date field. The Campaign will simply ignore the Contacts that don't have the field completed, and automatically activate for them when the field has a date in it. You can use a Group action to add all of your Contacts to the Campaign.

    You can also create a Trigger that adds a Contact to the Campaign when the Birthday field is modified. Here are the Settings to use on a Trigger to do that:

    • Who can activate this trigger? - Any Contact in account
    • If Contact is arleady on map, then ... - Ignore this trigger
    • This trigger can only be actived once per Contact - unchecked

      Trigger for acting when the Birthday field is updated

    Scheduling Postcards, Email and SMS in a Campaign

    In this example we will send a Postcard ten days before their birthday if they are in the United States, an email the day before their birthday, and an SMS at noon on their birthday.

    We will use three Wait elements for the timing of our birthday greetings. This Campaign will also use a Condition element to make sure the Contact can receive a Postcard, and Goto elements to make this Campaign "evergreen" and work continuously year after year.

    1. Add a Wait element below the Start element ("Added to Campaign") and configure it. In the Settings, we select:

      • Wait here until - A date relative to a Contact's date field arrives
      • How many days & when? - 10 days before
      • Which date? - We select Birthday and then in my timezone in the second dropdown
      • Ignore the year. Wait until day and month matches, then proceed. - is checked
      • Wait until time of day is ... - we select an early time (5:00 AM in the example)

        Wait element set to wait until the Contact's birthday is ten days away

    2. Postcards are only available for addresses in the United States. Add a Condition element below the Wait element to test for the country.

    3. We select the Condition "Field is value" from the drop down, select the Country field and select the condition Equal To the United States. Then, we add several more conditions to make sure the Address, City, State and Zip Code fields have some data. We use the logic Not Equal To and leave the value blank. This ensures only Contacts with the Country field filled with United States, and some data in the Address, City, State and Zip fields will be directed to the Send a Postcard element.

      Condition checking to see if the Country field is United States and there is some data in the rest of the address fields

    4. On the Yes branch of the Condition we add the Send a Postcard element from the Actions menu. We will configure the Send a Postcard element later.

    5. Add another Wait element after the Send a Postcard element and configure it to wait for A date relative to a Contat's date field arrives and select the Birthday field again. We set the rest of the settings to wait until 1 day before the Birthday in the Contact's timezone, ignore the year, then wait until it is 5:00 AM.

      Wait until 1 day before the birthday

    6. Add a Goto element under the No branch of the Condition, and connect it to the new Wait element. Our Campaign Map looks like this:

      Our Birthday Campaign so far

    7. Now add a Send an Email element under the Wait element, and configure your birthday greeting email. Add another Wait element under the Send an Email element and configure it to wait until 11:30 AM on the Contact's birthday using the Contact's timezone. The settings on the Wait will look like this:

      A Wait configured for 11:30 AM on the Contact's birthday

    8. Below the Wait element add a Send an SMS element and configure it with the text message you want to send the Contact at 11:30 AM on their birthday.

    9. To make this Campaign recur every year, add a Goto element under the Send an SMS element and connect it to the Wait Until 10 Days element at the top of the Campaign. Here is our complete Campaign Map:

      A complete, evergreen birthday campaign

     

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