How do I send birthday messages?

By sending a special message to your subscribers at the beginning of their birthday month, you catch them by surprise with a personal touch.

These messages are a great opportunity to offer an exclusive coupon or discount or just to remind your subscribers of your business.

Step By Step Instructions

  1. Under the "Sign Up Forms" tab, first either create a new form, or edit an existing one by clicking its name.

    title of sign up form highlighted

  2. In the editor, click the "Create A New Field" button to add a field. Name it "Birthday Month" and click "Save."

    custom field populated with Birthday Month

  3. When you click "Save", you will be prompted to choose the type of field you would like this to be. Luckily, if you use the name "Birthday Month" our sign up form generator is smart enough to automatically select the "Date" type, asking for the month - just click "Save" again.

    Choose An Input Type and How would you like to collect data? section of custom field popup window

    Note: If you named the field something other than "Birthday Month", you can simply select the "Date" field type and check the "Month" box yourself.

    Once you've added that field, click "Save Your Form" and place the form on your site if you haven't already.
  4. Now when people sign up they can tell you their birthday month, so you'll just need to create a segment so that you can send a birthday greeting to your subscribers in the appropriate month.

    To do this, under the "Subscribers" tab, click "Manage Subscribers."

    Hover over Subscribers tab and click Manage Subscribers

  5. Next, choose "Birthday Month" from the "Select Field" drop down and enter the month of your choice into the search field in a numerical format. An example of a search would be, "Birthday Month" "is" "0000-01-00", if you want to find subscribers with a birth month of January. Next click the "Search" button.

    Birthday Month custom field selected in Select Field drop down menu

    These are the search options that you would use for each of the various months:

    January: 0000-01-00
    February: 0000-02-00
    March: 0000-03-00
    April: 0000-04-00
    May: 0000-05-00
    June: 0000-06-00
    July: 0000-07-00
    August: 0000-08-00
    September: 0000-09-00
    October: 0000-10-00
    November: 0000-11-00
    December: 0000-12-00
  6. Now just give this segment a name and click the "Save" button

    Save As Segment section populated with segment name

  7. When you are creating a broadcast, you will be able to send it to this segment - simply send out your birthday greeting on the first of the month in question, so as not to miss anyone's birthday!

    Send to Segment section of Schedule a Broadcast popup window


What if I have issues designing my messages?

Custom Template Design information

AWeber offers hundreds of templates you’re welcome to use! If you would ever find yourself wanting to modify an existing template or would like a custom template built for you to reflect your branding, our Template Team would be happy to modify existing templates or design a custom template for you!

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