Shortcuts Marketing Plus: Creating a "Birthday"  Campaign Using a Template

Step 1: Create a new Campaign

1. Select Template Choose a design 

2. Select your pre saved "birthday" template or choose one from the shortcuts library. 

3. Select use this design.

Step 2: Layout

1. Subject Heading:

1. • Create a client-facing subject line.
   • Use personalization (e.g., client names) to capture attention.
2. Editing Templates:
   
   • Use the editor to customize the template. Note that changes here will only apply to this campaign and not update the saved library template.
3. Save and continue

Step 3: Send Options

1. Campaign Name: Choose a clear, descriptive name for internal tracking.
2. Choose the Frequency "Set and Forget" (ongoing)
3. Promotion based on the Event: Select "date of birth" as the trigger for sending.
4. Choose Trigger is an "anniversary" of this date
   • Set the interval (e.g., exactly on client’s birth date).
5. Send Schedule:
   • Define a start and end date for the campaign.
   • Specify the time of day emails will be sent.
   • Enable deduplication to prevent clients from receiving multiple emails.
     
     
6. Save and Continue

Step 4: Demographics

The only demographic you could add here is Gender if this is applicable.

1. Add a scenario to include only clients without a future appointment:

2. Choose Core Demographic > Personal details > Gender > is > Male/Female. 

3. Save and Continue

Step 5: Promotions Codes

• Promotion Codes: Add a promotion code to track campaign ROI if applicable.
  
  

Step 6: Testing and Activating the Campaign

1. Send Test Emails:
   • Send a test email to yourself or other team members.
   • Review subject lines, proofread content, and check all links for functionality.
2. Confirm Accuracy: Tick the confirmation boxes to ensure everything is correct.
3. Activate Campaign: Once satisfied, press "Activate." The campaign will begin automatically at the scheduled time.