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How to Send an Automated Birthday Email

So you want to remind your lovely clients to remember to indulge in some self-care on their birthday?

To do this, you’ll need to take advantage of Jane’s Mailchimp integration, which allows you to pass information to Mailchimp on patients who have consented to receive promotional materials from you. If you haven’t already set that up, it would be a good idea to check out this Guide doc on setting up Mailchimp.

With your Mailchimp integration, you can send up an automated email to go out to patients on their birthday, or before or after their birthday–whatever you prefer.

Now, for all your detailed questions on Mailchimp, you’ll need to chat with them or check out their website. But we put together this guide so you could see how easy it is.

Okay, so let’s head on over to your Mailchimp account Since you already have your patients birth dates on file, you can start by clicking on Automations from the menu on the left-hand side of your screen.

Next, you will click Create in the top right, and then select Classic Automations from the drop-down.

Head to the Date Based section and select Say Happy Birthday

You can select from a single email or a series of emails, name your campaign, and Begin to create the new campaign.

The email series will create three emails, one for the day before, one for the day of, and one for the day after. Using all three would likely be overkill, but they’ve done all the legwork if you do for some reason need multiple emails.

You can also edit the timeframe as well, making the email send out multiple days or the week before, the world is your oyster!

Once you’re ready to go– hit Design Email!

Now you get to design the email that you want going out to your party people.

Need a little help designing your email? We’ll leave that to the pros at Mailchimp. Check out this Guide doc from Mailchimp on Designing an Email.

Follow along until you press the Start Sending button to complete the campaign setup and with that, the email is designed! Mailchimp will now take care of emailing your best birthday wishes to all your clients.

Last but not least, some birthday email tips from MailChimp: