Do you need to ship automated birthday and anniversary emails in WooCommerce?
Birthdays and buy anniversaries are nice alternatives to get in contact along with your clients. By marking these particular dates, you may make clients really feel valued, enhance engagement, and even get extra gross sales by providing incentives like customized coupon codes and reductions.
On this article, we are going to present you how one can ship birthday reminders and buy anniversary emails in WooCommerce.
Why Ship Automated Birthday & Anniversary Emails?
In the event you run a web based retailer, then an electronic mail checklist lets you promote your services to individuals who have already proven an curiosity in your small business.
Professional Tip: Though WordPress can ship messages you must by no means use WordPress to ship emails. To discover a higher different, please see our professional choose of the most effective electronic mail advertising and marketing companies for small companies.
After constructing an electronic mail checklist, it’s essential to maintain subscribers engaged and concerned with what it’s a must to say. One possibility is to ship automated birthday and anniversary emails.
Instantly, this makes clients really feel extra valued and appreciated, which might enhance model loyalty. Nevertheless, you possibly can typically get much more engagement and gross sales by providing rewards equivalent to reductions, coupon codes, and free items.
These electronic mail campaigns are sometimes highly regarded with clients. In actual fact, in keeping with Omnisend, birthday emails have a forty five% open price, a 12% click-through price, and a 3% conversion price, which is far greater than the nationwide common.
With that being stated, let’s see how one can ship automated birthday and anniversary emails in WooCommerce.
Tips on how to Ship Automated Birthday & Anniversary Emails
The best solution to ship automated birthday and anniversary emails in WooCommerce is through the use of FunnelKit Automations Professional. FunnelKit is the most effective automation software for WooCommerce web sites. It lets you customise your WooCommerce emails utilizing a drag-and-drop builder, and create automated electronic mail and SMS campaigns.
First, you’ll need to put in and activate the FunnelKit Automations Professional plugin. For extra particulars, please see our information on the best way to set up a WordPress plugin.
Additionally, you will want the free FunnelKit Automations plugin, because the premium plugin makes use of it as the bottom for its extra superior options.
Upon activation, head over to FunnelKit Automations » Settings and add the license to the ‘FunnelKit Automations Professional’ area.
You’ll find this info below your account on the FunnelKit web site. After getting into the important thing, simply click on on the ‘Activate’ button.
Now, you’re able to create automated birthday and anniversary reminder emails. Merely use the fast hyperlinks beneath to leap straight to the e-mail marketing campaign you need to create.
Tips on how to Ship Automated Birthday Emails in WooCommerce
Customized birthday messages will help you construct a stronger relationship along with your clients, whereas additionally encouraging model loyalty.
Even higher, you possibly can add a present to your birthday messages, equivalent to a customized coupon code, a free improve, or a complimentary digital obtain equivalent to an book. These items can enhance engagement, get clients to go to your web site, and even get you extra gross sales.
With that being stated, let’s see how one can ship automated birthday emails utilizing the FunnelKit Automations plugin.
Step 1. Get the Buyer’s Date of Beginning
Earlier than you possibly can ship automated birthday emails, you’ll must know the client’s date of beginning. You may gather this info on WooCommerce’s checkout web page, My Account web page, or thanks web page.
To get began, go to FunnelKit Automations » Settings within the WordPress dashboard.
Within the left-hand menu, choose ‘Birthday Reminders.’
Now you can select the place so as to add the date of beginning area.
The primary possibility is to gather this info on the checkout web page.
By making this area a part of the checkout course of, you’re assured to get the data. Nevertheless, this does add an additional step to the buying course of, which can enhance your cart abandonment charges.
So as to add a area to the WooCommerce checkout web page, merely verify the field subsequent to: ‘Allow Date of Beginning area on WooCommerce checkout.’
By default, FunnelKit will use a ‘Date of Beginning’ label however you possibly can change this with your personal customized phrasing like ‘Birthday’ by typing into ‘Discipline Label.’
You too can change the place the sector seems on the WooCommerce checkout web page by opening the ‘Discipline Place’ dropdown.
Then, select between After Billing Particulars, Earlier than Order Notes, or After Order Notes.
An alternative choice is including the sector to the ‘Account particulars’ part of WooCommerce’s My Account web page.
This lets you gather the date of beginning with out including friction to the buying course of. Nevertheless, there’s no assure that each buyer will go to the My Account web page and enter their date of beginning.
So as to add this area to the My Account web page, simply verify the field subsequent to the ‘Allow Date of Beginning area on My Account’ possibility.
To vary the label, merely sort your customized messaging into ‘Discipline Label.’
Lastly, you possibly can add the birthday area to the thanks web page utilizing a shortcode.
On this method, you possibly can gather the date of beginning with out including extra steps to the checkout course of. The shopper may also see the thanks web page each time they make a purchase order, so that they’ll get a number of possibilities to enter their date of beginning.
To create a shortcode, verify the field labeled ‘Allow Date of Beginning assortment kind shortcode on the Thanks web page.’
By default, FunnelKit will present the next message when a buyer enters their date of beginning: Thanks for submitting your Birthdate!
To exchange this with your personal messaging, merely sort into the ‘Success Message’ area.
After that, FunnelKit will create the shortcode.
Merely click on on the ‘Copy’ button to repeat the code to your laptop’s clipboard.
Now you can add the shortcode to your WooCommerce thanks web page. In the event you don’t have already got a customized web page, then please see our information on the best way to simply create customized WooCommerce thanks pages.
For extra info on the best way to place the shortcode on the thanks web page, try our information on the best way to add a shortcode in WordPress.
Whenever you’re pleased with how the sector is ready up, click on on ‘Save Settings’ to make it dwell.
Step 2. Create a Birthday Electronic mail Automation For WooCommerce
Now you’re recording the client’s beginning date, it’s time to create an automatic blissful birthday workflow.
To get began, go to FunnelKit Automations » Automations (Subsequent-Gen) and click on on the ‘Add New Automation’ button.
Right here, you’ll see all of the ready-made electronic mail campaigns you need to use to get better deserted carts, promote on-line programs, and extra.
To ship automated birthday emails, click on on ‘Begin from Scratch.’
Now you can sort in a reputation for the automation. That is simply in your reference, so you need to use something you need.
With that carried out, click on on ‘Create.’
This launches FunnelKit’s user-friendly electronic mail automation builder, prepared so that you can create the WooCommerce workflow.
To get began, click on on ‘Choose Set off’.
Now you can select the motion that may set off the automated workflow in WordPress.
Within the popup that seems, click on on ‘Birthday Reminder.’
Then, choose ‘Completed’ so as to add the set off to your workflow.
The subsequent step is configuring the set off, so go forward and click on on ‘Birthday Reminder.’
Within the popup that seems, you possibly can select whether or not to run the automation on the contact’s birthday, or earlier than the contact’s birthday.
On this information, we’ll present you the best way to create follow-up emails. For instance, you would possibly ship the client a customized coupon code 7 days earlier than their birthday, after which a follow-up electronic mail warning that their coupon is about to run out.
With that in thoughts, you could need to choose ‘Earlier than contact’s birthday’ after which sort within the variety of days.
An alternative choice is to pick out ‘On contact’s birthday.’
It is a sensible choice in case you’re merely wishing the client a contented birthday, otherwise you’re sending them a free reward coupon that doesn’t expire.
With that carried out, you must inform FunnelKit when to ship the birthday electronic mail. Sometimes, you’ll need to use the time when your clients are probably to be on-line.
That stated, it helps to know as a lot about your clients as doable. In the event you haven’t already, then we suggest putting in Google Analytics in WordPress. This may allow you to be taught extra about your clients, together with their location and time zone.
By constantly monitoring and fine-tuning all of your customized WooCommerce emails, you must be capable to enhance your open charges and conversion charges.
To ship the automated birthday electronic mail at a selected time, merely sort into the fields that present ‘HH’ (hour) and ‘MM’ (minute) by default.
It’s doable for a buyer to be in the identical workflow a number of occasions, concurrently.
This can be a good suggestion for some automated workflows, equivalent to upselling or cross-selling automations the place a number of campaigns could also be operating without delay. Nevertheless, this doesn’t make sense for an automatic birthday marketing campaign, so ensure you choose ‘As soon as.’
When you’re pleased with how the set off is ready up, merely click on on the ‘Save’ button.
Step 3. Create a Customized Birthday Coupon (Elective)
Many companies ship their clients a coupon code on their birthday. This could make clients really feel valued, whereas additionally getting you extra engagement and gross sales.
With that in thoughts, you could need to create a customized coupon that you just’ll add to the birthday electronic mail. To do that, click on on the ‘+’ after which choose ‘Motion.’
Within the popup that seems, click on on the ‘WooCommerce’ tab.
Then, choose ‘Create Coupon.’
Lastly, click on ‘Completed’ so as to add the motion to your workflow.
Again in the principle FunnelKit editor, click on on the motion you simply added. This opens a popup the place you possibly can customise the ‘Create Coupon’ motion.
To start out, sort a reputation for the coupon into the ‘Coupon Title’ area. That is simply in your reference so you need to use something you need.
After that, select the kind of coupon that you just need to create, utilizing the ‘Low cost Sort’ dropdown menu.
FunnelKit helps proportion reductions, fastened cart reductions, and stuck product reductions.
After making a choice, you’ll must sort the low cost quantity into the ‘Quantity’ area.
FunnelKit mechanically creates a singular coupon code for every contact. Nevertheless, you possibly can add a prefix to the beginning of the coupon, which might both be plain textual content or dynamic merge tags.
FunnelKit will change merge tags with actual textual content each time it creates a code, so this can be a nice solution to create customized coupons.
Because you’re making a birthday electronic mail, it’s a good suggestion to incorporate the client’s identify within the coupon. This could catch their consideration and in addition makes your code simpler to recollect.
You may add the client’s identify utilizing a merge tag, so click on on the ‘{{.}}’ icon.
Observe: Some merchandise use different names for merge tags. WPForms, for example, calls them good tags.
This opens a popup the place you possibly can look via all of the accessible merge tags.
Whenever you discover a tag you need to use, you would possibly see both a ‘Copy’ or ‘Settings’ icon. In the event you see the ‘Copy’ image, then merely click on to repeat the merge tag.
With that carried out, you possibly can go forward and paste the tag into the ‘Coupon Code Prefix’ area.
As you possibly can see within the following picture, you need to use a mixture of plain textual content and tags.
When trying via the tags, you may even see a ‘Settings’ icon as an alternative of a ‘Copy’ icon.
For instance, the next picture exhibits a ‘Settings’ icon subsequent to the Contact First Title merge tag.
This icon lets you set a fallback, which FunnelKit will use if it doesn’t have entry to the actual worth.
In the event you see a ‘Settings’ icon, then give it a click on and kind some textual content into the ‘Fallback’ area.
After making a fallback, click on on ‘Copy.’ With that carried out, merely paste the merge tag into the ‘Coupon Code Prefix’ area.
By default, the coupon won’t ever expire. A way of urgency and FOMO can encourage clients to make use of the coupon, so you could need to choose the button subsequent to both ‘Expire after Particular Days’ or ‘Expire on Particular Date.’
You may then use the controls to schedule the coupon in WooCommerce.
Lastly, you possibly can select whether or not the coupon provides consumers a free transport low cost.
Clients love free transport, so you could need to take into account deciding on the ‘Sure’ radio button below ‘Permit Free Transport.’
Whenever you’re pleased with how the coupon is ready up, ensure that to repeat the code below the ‘Coupon Title.’
You’ll want so as to add this code to the birthday electronic mail, so retailer it someplace secure.
With that carried out, click on on ‘Save’ to retailer your modifications.
Step 4: Design the WooCommerce Automated Birthday Electronic mail
Now, it’s time to create the WooCommerce electronic mail that you just‘ll ship to clients.
To get began, click on on the ‘+’ button after which choose ‘Motion.’
Within the popup that seems, select ‘Ship Electronic mail.’
Then, click on on ‘Completed.’
Now you can create an electronic mail by typing in a topic and previewing it.
You should utilize a mixture of plain textual content and merge tags. So as to add a merge tag, simply click on on the ‘{{.}}’ icon subsequent to the sector the place you need to use the tag.
You may then add merge tags by following the identical course of described above.
Whenever you’re pleased with the topic and preview, scroll to the small textual content editor.
Right here, you possibly can create the e-mail physique textual content by typing into the editor. You too can add dynamic tags by deciding on ‘Merge Tags’ after which following the method described above.
So as to add your coupon code, merely paste or sort within the {{wc_dynamic_coupon id=’6′}} code you copied within the earlier step. Double-check the ID quantity for the low cost you’re sending the consumer.
The textual content editor has all the usual textual content formatting choices, so you possibly can add hyperlinks, change the textual content measurement, change the font, and extra.
To see how the e-mail will look to clients, merely click on the ‘Present Preview’ button.
Whenever you’re pleased with how the birthday electronic mail is ready up, don’t neglect to click on on the ‘Save & Shut’ button.
Step 5: Add Comply with-up Emails to the Birthday Marketing campaign
At this level, you would possibly need to add a number of follow-up emails to the marketing campaign. For instance, you would possibly ship the client’s birthday coupon upfront, adopted by a easy greeting on their birthday.
When creating follow-up emails, it’s essential so as to add a delay so the client doesn’t get all of the messages on the similar time.
To do that, click on on the ‘+’ icon after which choose ‘Delay.’
On this display, open the dropdown that exhibits ‘Minutes’ by default and select a worth from the checklist. When making a birthday electronic mail sequence you’ll usually need to choose both ‘Days’ or ‘Weeks.’
After that, sort within the worth you need to use, equivalent to 1 Week or 3 Days.
With that carried out, you possibly can set the time when FunnelKit will ship the follow-up electronic mail.
It’s often a good suggestion to ship emails at a time when the client is probably to be on-line, or whenever you usually get the best open charges.
To do that, simply verify the next field: ‘Delay till a selected time of day’.
Now you can set a time utilizing the brand new settings that seem.
By default, FunnelKit will use the timezone in your WordPress settings. Nevertheless, you could need to schedule the message based mostly on the client’s timezone, by checking the ‘In Contact Timezone’ field.
Whenever you’re pleased with how the delay is ready up, click on on ‘Save.’
With that carried out, it’s time to create the follow-up electronic mail. Go forward and click on on the ‘+’ icon after which choose ‘Motion’.
Within the popup that seems, choose ‘Ship Electronic mail.’
After that, click on ‘Completed.’
This opens a popup the place you possibly can create a topic and preview, and kind in physique textual content by following the identical course of described above.
When you’re pleased with the follow-up electronic mail, don’t neglect to click on on ‘Save & Shut.’
So as to add extra delays and follow-ups, merely repeat these steps.
When you’re able to make the automation dwell in your WordPress web site, click on on the ‘Inactive’ slider in order that it turns to ‘Energetic.’
That’s it. FunnelKit will now ship automated birthday emails to your clients.
Tips on how to Ship Automated Anniversary Emails in WooCommerce
Buy anniversaries are a chance to get in contact with clients, and remind them about your on-line retailer.
You too can use anniversary emails to get extra conversions. For instance, in case you promote bodily merchandise, then you definitely would possibly encourage clients to reorder the merchandise by providing them a purchase one get one free coupon or free transport.
In the event you promote subscriptions utilizing a plugin equivalent to WooCommerce Subscriptions, then you possibly can encourage the client to resume their annual subscription by providing them a complimentary improve.
Even higher, you possibly can current these coupons and particular presents as an unique reward for being a loyal buyer. This could make clients really feel valued and encourages them to reap the benefits of their reward.
Step 1. Create an Anniversary Electronic mail Automation For WooCommerce
To start out, you’ll must create a brand new WooCommerce automation by going to FunnelKit Automations » Automations (Subsequent Gen).
Right here, choose Add New Automation.
Now, you’ll see all of the ready-made automation templates you need to use.
To create an anniversary electronic mail, click on on ‘Begin from Scratch’.
Now you can sort in a reputation for the automation. That is simply in your reference, so you need to use something you need.
With that carried out, click on on ‘Create.’
Step 2. Add an Order Created Set off
Step one is including the workflow set off, so click on on ‘Choose Set off.’
Within the popup that seems, choose the ‘WooCommerce’ tab.
Then, click on on ‘Order Created.’
Subsequent, click on ‘Completed’ so as to add the set off to your workflow.
The subsequent step is configuring the set off, so go forward and click on on ‘Order Created.’
Now you can select the order standing that you just’ll use within the set off.
Because you’re sending a purchase order anniversary electronic mail, you’ll usually need to verify the field subsequent to ‘Accomplished.’
Nevertheless, you could need to choose ‘Draft’ or ‘Processing’ if incoming orders take some time to finish. For instance, in case you approve orders manually, then it could make sense to make use of the date when the order was created, somewhat than the completion date.
By default, FunnelKit will run this automation workflow for each product the client buys. It is a sensible choice in case your on-line market solely has a number of merchandise, otherwise you promote costlier and splendid objects.
Nevertheless, in case your clients typically purchase numerous small merchandise, then operating this workflow for each single buy might create numerous anniversary emails. This could rapidly turn into annoying and irritating for the client.
With that being stated, you could need to run the automated anniversary workflow for particular merchandise solely. To do that, choose the ‘Particular Merchandise’ radio button after which sort every product into the ‘Search by identify’ area.
Subsequent, you possibly can select whether or not the client could be on this workflow a number of occasions, concurrently. The default setting is ‘As soon as,’ so let’s take a look at how this would possibly work in your WordPress web site.
If a buyer buys Merchandise 1, then FunnelKit will add them to the anniversary automation for Merchandise 1. Nevertheless, if the consumer then purchases Merchandise 2, they gained’t be added to the anniversary workflow for Merchandise 2, since they’re already within the workflow.
This could cease FunnelKit from sending numerous anniversary emails to the identical buyer, in a brief area of time.
An alternative choice is including the client to the workflow each single time they purchase an merchandise. It is a sensible choice in case you promote costlier or luxurious objects. For instance, in case you run a web based boutique store then it could make sense to have a good time each single buy anniversary.
To make this modification, choose the button subsequent to ‘A number of Instances.’ Then, click on the next toggle: Permit presently lively contacts on this automation to re-enter once more.
Whenever you’re pleased with how the set off is ready up, click on on ‘Save.’
Step 3. Add a Delay
Now, you must set a delay. That is how lengthy the automation will wait earlier than sending the anniversary electronic mail to clients.
To get began, click on on ‘+’ after which choose ‘Delay.’
Within the popup, open the dropdown that exhibits ‘Minutes’ by default and select a worth from the checklist. When creating an anniversary electronic mail you’ll usually need to choose ‘Months’ or ‘Days.’
After that, sort within the worth you need to use. For instance, if you wish to mark the client’s 1 yr buy anniversary, then you definitely’ll must set the delay to 12 months or one year.
It usually is smart to ship the anniversary electronic mail when the client is on-line.
With that in thoughts, you could need to sort a time into ‘Delay till a selected time of day.’
By default, FunnelKit will use the timezone in your WordPress settings.
Nevertheless, you could need to use the client’s timezone as an alternative, by checking the ‘In Contact Timezone’ field.
With that carried out, click on on ‘Save’ to retailer your settings.
Step 4. Create a Customized Coupon Code (Elective)
Chances are you’ll need to encourage buyer loyalty by sending a customized coupon code.
It is a notably good possibility if a buyer’s subscription is because of expire. As an alternative of merely reminding the client in regards to the expiry date, you possibly can congratulate them on being a loyal subscriber and provide them a reduction in the event that they renew their subscription in WooCommerce.
To create a customized coupon code, click on on the ‘+’ icon within the FunnelKit editor. Then, choose ‘Motion.’
Within the popup that seems, choose the ‘WooCommerce’ tab.
Then, click on on ‘Create Coupon.’
Lastly, click on ‘Completed’ so as to add the motion to the workflow.
Now you can click on on the ‘Create Coupon’ motion.
This opens a popup the place you possibly can create the coupon, and personalize it by including FunnelKit merge tags.
For step-by-step directions, merely observe the identical course of described above.
Whenever you’re pleased with how the coupon is ready up, copy the small items of code below the ‘Coupon Title.’
Within the subsequent step, you’ll add this code to the anniversary electronic mail, so retailer it someplace secure.
Whenever you’re completed, click on on ‘Save’ so as to add the coupon code to your workflow.
Step 5. Design the WooCommerce Anniversary Electronic mail
Now, it’s time to create the e-mail that FunnelKit will ship to clients on their anniversary, by clicking the ‘+’ button.
Then, choose ‘Motion.’
Within the popup that seems, select ‘Ship Electronic mail.’
Then, click on on ‘Completed.’
Now you can create an electronic mail by typing in a topic, preview, and physique textual content.
You too can personalize the e-mail by including merge tags. For instance, you would possibly embrace the client’s identify, your retailer identify, and different essential info.
For step-by-step directions on the best way to use merge tags, merely observe the identical course of described above.
In the event you’ve created an anniversary coupon, then you possibly can add it utilizing the code you copied within the earlier step.
Whenever you’re pleased with the anniversary electronic mail, simply click on on ‘Save & Shut.’
Step 6. Add Comply with-Up Emails to the Anniversary Electronic mail Workflow
At this level, you would possibly need to add a number of follow-up emails to the marketing campaign. For instance, you would possibly remind clients when their anniversary coupon is because of expire.
When creating follow-up emails, it’s essential so as to add a delay so clients don’t get all of your messages on the similar time.
To create a schedule, click on on the ‘+’ icon after which choose ‘Delay.’
Within the popup that seems, set the delay by following the identical course of described above. Whenever you’re pleased with the delay, click on on ‘Save.’
With that carried out, it’s time to create the follow-up electronic mail. Merely add a ‘Ship Electronic mail’ motion to your workflow by repeating the identical steps described above.
Now you can sort within the topic line, preview, and physique textual content.
Whenever you’re pleased with the follow-up electronic mail, simply click on on the ‘Save & Shut’ button.
Merely repeat the very same steps so as to add extra delays and follow-up emails.
Step 7. Publish Your Anniversary Emails in WooCommerce
Whenever you’re lastly able to make the automation dwell in your WordPress web site, click on on the ‘Inactive’ slider so it exhibits ‘Energetic’ as an alternative.
FunnelKit will now ship anniversary emails to all of your clients and subscribers.
Bonus: Tips on how to Construct a Profitable Electronic mail Record
Creating automated birthday and anniversary workflows is a superb begin, however for the most effective outcomes, it’s essential to work on constructing your electronic mail checklist too.
That’s the place OptinMonster is available in.
OptinMonster is without doubt one of the finest electronic mail seize plugins for WordPress utilized by over 1.2 million web sites. It has the whole lot you must flip guests into electronic mail subscribers.
OptinMonster lets you create eye-catching electronic mail signup kinds together with popups, floating bars, full-screen welcome mats, slide-in scroll packing containers, inline customized lead kinds, gamified spin-to-win optins, and extra.
OptinMonater comes with over 400 professionally-designed templates you could customise utilizing the drag-and-drop builder.
For extra info, please see our full information on the best way to construct your electronic mail checklist in WordPress with OptinMonster.
We hope this text helped you discover ways to ship automated birthday and reminder emails in WooCommerce. You might also need to try our information on the best way to create a WooCommerce popup to extend gross sales and the most effective WooCommerce plugins in your retailer.
In the event you appreciated this text, then please subscribe to our YouTube Channel for WordPress video tutorials. You too can discover us on Twitter and Fb.