Birthday & Anniversary Campaigns

Birthday and anniversary campaigns are a special type of campaign that blends the targeted delivery time frame of a date based campaign with the ongoing nature of an interval campaign. These campaigns are designed to deliver cards based on the dates saved in the Birthday or Purchase Anniversary fields in the contacts record.

To get started, click on the Details section of a contact record, and click the link to add a birthday or purchase anniversary date.

Campaign Options

Your account has multiple options to use for birthday and anniversary campaigns. If you would like to use a different campaign as your default campaign simply go to the campaign area of your marketing center select the Birthday or Anniversary Campaign from the delivery schedule drop down and use the 'Choose this Template' for the campaign of your choice.

Best Practice: Activate both an email and a print campaign. This will ensure that if you have a contact who only has a physical address you will have a print option ready and if you have a contact with only email you will have an email option ready.

If you have multiple campaigns that a contact is eligible for (ex.a contact with both email and physical address saved in the contact record), clicking the 'Add to Birthday Campaign' or 'Add to Anniversary Campaign' will allow you to choose from the active birthday/anniversary campaigns in your system.


Once activated, you can see these active campaigns in the campaigns in the campaign section at the bottom of your contacts record.


Edit Your Campaign

Now that you’ve selected which campaign you want to use, you’ll want to review it. You’ll have the options to:

  1. Name your campaign
  2. Review and configure the steps
  3. Add or remove contacts
  4. Review and activate

To edit a part of the campaign, you can click anywhere on that row to expand the section.

(warning) Note: As you save each step, this campaign will be saved in My Saved Campaigns in an Inactive status. The campaign will not be active until you complete Section 4 and choose to Activate the campaign.

1. Name Your Campaign

Select Section 1 to give your campaign a unique name that will make it easy for you to identify your campaigns and what the purpose of each one is. After you have given your campaign a name, click Save & Continue.

You’ll see a confirmation at the top of the screen, showing the name has been changed. You’ll also notice that the text for Section 1 now shows the new campaign name.

Back to Edit Your Campaign

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2. Review and Configure

When you select Section 2, you’ll have the opportunity to review and edit each step of a pre-built campaign or add steps to your custom campaign.

(lightbulb) It is always a best practice to review each piece in a campaign, even if you think you might not want to edit it. By taking the time to review each piece when you first set up your campaign, you can be confident that the information that you are sending to your contacts is exactly the way you want it.

(info) Note: A step is an individual marketing email, direct mail or reminder activity that has been added to your campaign.

There are three types of campaign steps that you can use:

  1. Email steps
  2. Activity steps
  3. Direct Mail steps

At a quick glance you’ll be able to see the number of email steps, direct mail steps, and activity steps for this campaign.

To edit the existing steps or add new steps, click anywhere on the row for Section 2.

Custom Campaign

If you are building a custom campaign, please see our help page on how to Add a Campaign Step for step-by-step instructions on how to complete this next section.

Pre-Built Campaign

If you are using a pre-built campaign, you’ll be able to review each step, and edit if needed. Some campaigns will also allow you to add additional steps.

Each campaign step will display:

  • Step number (ex. 1 of 8)
  • Step title
    • For previously saved pieces, this is the name of the saved piece
    • Step type (Email / Activity / Direct Mail )
    • Schedule
      • Date campaign: The date the piece will be sent
      • Interval campaign: The number of days between steps

(info) Note: Some campaigns will require you to edit each piece. You’ll see a warning under the Personalize button, letting you know which pieces must be edited, in order for you to use and activate this campaign.

Email Steps

An Email step will also have an Email Subject line. This will be the subject of the email when the piece is sent.

Activity Steps

An Activity step will have a Subject as well as a Notes field.  This will appear as a “reminder” on your dashboard when this activity is due.

 The Subject is so that you can quickly identify what this activity is for. For example, “1st Phone Call”.

The Notes field allows you to enter details about the activity. You can use this to include scripts, meeting topics, or any other information that you may need for this activity.

The information in the Notes field will be included when the system issues a reminder for this activity.

Direct Mail Steps

A Direct Mail step will have the Price per Contact. This is how much it costs you to mail that particular direct mail marketing piece to a single contact that is on this campaign.  

To edit an email or direct mail piece, click the Personalize button. This will take you to the marketing design editor.

When you have saved your piece and returned to the campaign editor, you’ll see that the Personalize button now says Edit. Continue to the next piece you’d like to personalize.

After you have reviewed and edited each piece, click Save & Continue, found below the last step.

Back to Edit Your Campaign

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3. Add or Remove Contacts

Back to Edit Your Campaign

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4. Review and Activate

If you would like contacts to automatically begin a different campaign when this one finishes, select the desired campaign from the drop-down menu. The only campaigns that will appear in the drop-down menu are ones that you have already created and saved.

Your campaign is Inactive (will not start) until you review the disclaimer and mark the check box.

If you would like Showcase Properties included on each email piece, mark that check box as well.

When you mark the disclaimer check box, you’ll be able to activate the campaign immediately, by selecting the Activate Campaign button. Activating your campaign will automatically save it in My Saved Campaigns

To save the campaign to be started later, click the Save Campaign button.

Back to Edit Your Campaign

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Additional Resources:

A date campaign is a campaign where each step is sent out on a specific date.

An interval campaign is a campaign where there are a specified number of days between each step.

A step is an email, activity, or direct mail design that is sent out as part of a campaign.

Date campaign: The date for the email step is the date the email be sent.

Interval campaign: The interval number is how many days after the prior step before the email is sent.


You will receive a reminder on your Dashboard.


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