Email type: ♻️ Automated Journey | More about email types
Show a bit to love to patients on their birthday with this easy-to-set up email (and most of the work is already done for you).
Steps to send a Birthday email
Need help using the drag & drop builder? Click here to learn more.
The birthday automated journey is already in your account - all you need to do is:
Go to the Send email tab
Click on Automations
Follow the guided tutorial below to edit the turn on your birthday automation
Click next below to follow the guided steps:
Send a different version of a birthday email
You may wish to vary the content or design of your birthday email based on attributes about a patient. Such as which business they last visited, or whether they have an upcoming appointment status.
To do this, you can add conditions to your Birthday automation.
Open your Birthday Automation and use the plus button to add a step:
Select Condition from the dropdown
In the Rule dropdown select either Segment membership or Custom field.
Segment membership is great to use if you have already created useful segments such as patients of a specific business or practitioner etc. Here's how to view your segments and create them.
Custom field works well if you don't have a segment that does the job - Segments are a better option normally as you can re-use segments across your account, and create more complicated rules. But custom fields let you create a one-off rule.
Let's say our condition identifies whether they a patient of Business A, which I have already made a segment for. I will select this segment as my rule condition:
Now my automation forks - where the subscriber is a Patient of Business A they receive a specific version of the email. Whereas, if they are not - I can define a different email.
Or, I can add another rule (such as Patients of Business B, if I have more than 2 businesses)
Go ahead and add any rules you need, add emails and turn on your journey ✅
If a rule path doesn't have an email step added, the subscriber simply exists the journey and does not receive an email.
FAQs
How do I add an Unsubscribe link?
How do I add an Unsubscribe link?
All automated journeys automatically add an unsubscribe link at the bottom of the email.
Can I send the birthday email before their birthday?
Can I send the birthday email before their birthday?
Yes! All you need to do is click the first step in the automation and change it to send 'Before' the date of birth, instead of 'On' the date of birth.
Can I send the birthday email on the 1st of the month for everyone with a birthday that month?
Can I send the birthday email on the 1st of the month for everyone with a birthday that month?
No, the birthday automation sends relative to their actual date of birth. So it can be a certain durations in hours, days, weeks or months before but it cannot be on a specific day of the month for everyone.
Can I send a birthday SMS?
Can I send a birthday SMS?
At this stage it isn't possible, only Automated Journey emails can send in relation to a birthday.
Can I reference their age in the email?
Can I reference their age in the email?
No. For security and privacy reasons, the year of birth and age is not available. Peptalkr was designed with the 'Swiss Cheese Method' in mind - meaning, we take multiple measures to protect the personal information of your patients to reduce risk of exposure if your account was compromised. Exact dates of birth are considered highly sensitive patient information, so we only store the day and month of their birth.