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. In this article we'll cover how to do this utilizing our tagging feature.

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.

    Click the form name

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

    create a new field balled birthday

  3. For input type, select "Radio" and then enter the months along with the corresponding tag. 

    use the radio option and add the months and tags you want

    Once complete, click "Save Your Form" and place the form on your site if you have not already.

  4. Now when people sign up they can tell you their birthday month. You can now create a segment so that you can send a birthday greeting to your subscribers in the appropriate month. You do this by first going to your "Subscribers" tab and selecting "Subscribers." Next, choose "Tags" from the "Select A Field" drop down. Then add the tag that corresponds to the segment you're creating.

    Search tag

  5. Next, name that segment and click "Save."

    Name and save segment

    Now when you go to send your broadcast, you can select that segment to send to.

    select segment to send to when broadcasting

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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