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Birthday & Holiday Campaigns

What it is​

Birthday actions use the birthday stored on each recipient: every year, each recipient is mailed ahead of their birthday.

Holiday actions (On a holiday in the campaign wizard) mail everyone on the campaign's list every year, ahead of the holiday you choose.

Birthday action setup​

  1. Go to Campaigns in the sidebar, open the campaign (the mailing list) you want to mail, and click Add action. Make sure its recipients have a birthday filled in.
  2. Who: confirm the mailing list.
  3. What: pick a creative with both a front and a message, or use Separate front & message.
  4. When: under On each recipient's date, choose Birthday.
  5. Review: name the action, then click Start action (and confirm) or Save paused.
  6. On the campaign's page, use the action's menu → Preview to see how the next card will print.

Holiday action setup​

  1. Go to Campaigns, open the campaign, and click Add action.
  2. Who: confirm the mailing list.
  3. What: pick a creative, or use Separate front & message.
  4. When: under On a date, choose On a holiday, then pick the holiday from the Holiday list (each shows its next date).
  5. Review: check the first mailing date, name the action, then click Start action (and confirm) or Save paused.

Tips & best practices​

  • Birthday cards are mailed 10 days before each recipient's birthday, and holiday cards 10 days before the holiday, to allow for delivery time. No manual timing adjustment is needed.
  • Ensure the birthday column is in your CSV. Missing birthday data means the trigger never fires.
  • Use %FIRST_NAME% to personalize the greeting.
  • For holiday actions, set them up at least 1-2 weeks before the holiday. If the holiday is too close to mail on time, the first mailing is next year's; the Review step shows the first mailing date.
  • Birthday and holiday actions recur every year - you don't need to start them again each year.

Limits & gotchas​

  • Duplicate Prevention applies.
  • Holiday actions mail everyone on the campaign's list - make sure your list is current.
  • If a recipient's birthday is less than 10 days away when they are added to your list, the action will not mail for that birthday - it is too close to the scheduled send window. They are mailed for the following year's birthday.