What Is The Process For Setting Up A Segment For Customers With Upcoming Birthdays?

Creating a segment for customers with upcoming birthdays can be an effective way to personalize your marketing efforts. Here’s how to do it on several popular email marketing platforms:

Using Mailchimp

1. Log in to Mailchimp:
   • Access your Mailchimp account.
2. Navigate to Audience:
   • Go to the “Audience” section.
3. Ensure Birthday Field is Set Up:
   • Make sure your contact data includes a field for birthdays. If not, you may need to add this field and collect this information from your subscribers.
4. Create a New Segment:
   • Click on “Segments” and then “Create a Segment”.
5. Set Birthday Criteria:
   • Choose the condition “Birthday” from the dropdown menu.
   • Set the criteria to “is within the next” and specify the number of days (e.g., 7 days for upcoming week).
6. Name and Save the Segment:
   • Name the segment something like “Upcoming Birthdays” and save it.

Using Klaviyo

1. Log in to Klaviyo:
   • Access your Klaviyo account.
2. Navigate to Lists & Segments:
   • Go to “Lists & Segments” from the dashboard.
3. Create a New Segment:
   • Click on “Create List / Segment” and select “Segment”.
4. Define Birthday Criteria:
   • Choose “What someone has done (or not done)” > “Has birthday anniversary in next X days”.
   • Set the number of days for the upcoming period (e.g., 7 days).
5. Name and Save the Segment:
   • Provide a name like “Customers with Upcoming Birthdays” and save it.

Using ActiveCampaign

1. Log in to ActiveCampaign:
   • Access your ActiveCampaign account.
2. Go to Contacts:
   • Navigate to the “Contacts” section.
3. Create a New Segment:
   • Click on “Manage Tags & Segments” and then “Add a New Segment”.
4. Set Birthday Conditions:
   • Choose “Contact Details” > “Birthday”.
   • Set the condition to “is within next” and specify the number of days.
5. Name and Save the Segment:
   • Name the segment something like “Upcoming Birthdays” and save it.

Using HubSpot

1. Log in to HubSpot:
   • Access your HubSpot account.
2. Navigate to Lists:
   • Go to “Contacts” and then “Lists”.
3. Create a New List:
   • Click on “Create List”.
4. Define Birthday Criteria:
   • Choose “Contact Property” and select “Birthday”.
   • Set the criteria to “is within the next” and specify the number of days.
5. Name and Save the List:
   • Name the list something like “Upcoming Birthdays” and save it.

General Steps for Any Platform

1. Collect Birthday Data:
   • Ensure you have a field in your contact data for birthdays.
2. Create a Custom Field if Necessary:
   • If your platform doesn’t have a birthday field by default, create a custom field.
3. Set Up an Automation (Optional):
   • Consider setting up an automated campaign that triggers based on the birthday segment to send personalized birthday messages or offers.

Final Thoughts

Regularly updating and reviewing your segments ensures they remain relevant. This approach allows you to engage with your customers in a more personalized and meaningful way, fostering better relationships and potentially increasing sales. If you need more detailed instructions for a specific platform, feel free to ask!