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).
- From the Facilipay dashboard, click the Create Icon (top-right) and then select Campaigns from the options.
- Optionally navigate to Engagement > Campaigns > Create
- Click “Let’s start” button (Optionally choose “Advanced settings”)
- 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.
- 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.
- Hit ‘Next’
- Under “Parameters”, select “New customer demographic filter” and select “Birthday”
- Set whether the reward applies on the customer’s birthday, week of, or month of their birth date.
- Click “Save” and “Next.
- 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
- Hit “Save” and “Next”.
- Optionally enable push notifications app under “Notifications”
- Review and publish
(Optional) Copy and share the URL for socials.