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How to create a Birthday Campaign

Merchants can configure a birthday campaign to target customers on or around their birthdays with offers or rewards (e.g. free coffee).

  1. From the Facilipay dashboard, click the Create Icon (top-right) and then select Campaigns from the options.
  2. Optionally navigate to Engagement > Campaigns > Create
  3. Click “Let’s start” button (Optionally choose “Advanced settings”)
  4. Under the “Overview” tab, add details that define the foundation of the campaign
    • Name: The name/title of the campaign goes here
    • Description: Brief description for the customers’ knowledge
    • Terms and Conditions: As per business requirements

      Note: these are customer-facing and may be updated before or after publication.

  5. Scroll down to find parameters for scheduling and applying limits. For a birthday campaign, you can leave the schedule open (campaign runs indefinitely) if preferred.
  6. Hit ‘Next’
  7. Under “Parameters”, select “New customer demographic filter” and select “Birthday”
  8. Set whether the reward applies on the customer’s birthday, week of, or month of their birth date.
  9. Click “Save” and “Next.
  10. Under “Rewards”, select one of the three ways to reward the customer:
    • Discount sale: reward a discount of X if they spend more than Y
    • Credit back: grant the customer a credit back on the purchase
    • Discounted product/category: give a discount on a specific product/categor
  11. Hit “Save” and “Next”. 
  12. Optionally enable push notifications app under “Notifications”
  13. Review and publish

    (Optional) Copy and share the URL for socials.