HOW TO CREATE A HAPPY BIRTHDAY CAMPAIGN ON BUNCE

This guide explains how to automate birthday messages to your customers using their birthday or date of birth attribute on Bunce.

You can use this setup to send birthday emails, SMS, WhatsApp messages, or other supported campaign messages automatically.

Step 1: Create a Date of Birth Attribute

First, create a customer attribute for Date of Birth.

When creating this attribute, ensure the data type is set to:

Timestamp

This is important because Bunce needs the birthday value to be stored as a date-based attribute in order to use it for segments and campaign triggers.

See guide on how to create an attribute here

Step 2: Upload Your Customers’ Date of Birth Values

Next, upload the date of birth values for your customers.

You can do this in either of the following ways:

1. CSV upload
2. API upload

For timestamp attributes, the date format must follow the required Bunce timestamp format:

YYYY-MM-DDTHH:MM:SSZ

Example:

1995-04-29T00:00:00Z

The timestamp must be in UTC format for Bunce to read the data correctly.

Once this is completed, you can start automating birthday campaigns.

See guide for csv upload here

See API for uploading customer attribute values here

Option 1: Create a Birthday Campaign Using a Segment Trigger

This option gives you more flexibility.

You can use a segment trigger if you want to send the birthday message:

• On the customer’s birthday
• A few days before the birthday
• A few days after the birthday

Step 1: Create an Automatic Segment

Go to Segments and create a new automatic segment.

Select the Date of Birth attribute as the segment criteria.

For example:

Date of Birth is today

or

Date of Birth is 2 days from today

depending on when you want the customer to receive the message.

Step 2: Set the Date Format to DD/MM

Because birthdays are recurring events, Bunce needs to check only the day and month, not the year.

Set the date format to:

DD/MM

This ensures that every year, customers are added to the segment on the correct day and month of their birthday.

For example, if a customer’s birthday is 29 April, Bunce will add them to the segment every year on 29/04.

Step 3: Create Your Campaign Automation

After creating the segment, go to Campaigns and create a new campaign.

Select Segment Trigger as the campaign trigger.

Choose the birthday segment you created.

Then, build your campaign message. This can be an email, SMS, WhatsApp message, or any supported channel on Bunce.

Once the campaign is activated, customers will automatically enter the campaign when they match the birthday segment.

See how to trigger a campaign with a segment here

Option 2: Create a Birthday Campaign Using a Date Trigger (only)

You can also create a birthday campaign using the Date Trigger option in campaign flows.

This allows you to trigger a campaign based on a specific date attribute.

Step 1: Create a New Campaign

Go to Campaigns and create a new campaign.

Select Date Trigger as the campaign trigger.

Step 2: Choose a Custom Date

After selecting Date Trigger, choose the option:

Choose a custom date

Then select the customer attribute you want to use.

In this case, select your Date of Birth attribute.

Step 3: Set the Check Format to Date/Month

When setting up the Date Trigger, the check format should always be:

Date/Month

This ensures that Bunce checks the customer’s birthday by day and month only, so the campaign can run every year.

Step 4: Build and Activate Your Campaign

Once the date trigger has been configured, create your birthday message.

You can personalize the message using customer attributes such as first name.

Example:

Happy Birthday, {{first_name}}! We’re celebrating you today and wishing you a wonderful year ahead.

After reviewing your setup, activate the campaign.

Bunce will automatically trigger the campaign for customers whose date of birth matches the selected date and month.

Important Notes

• The Date of Birth attribute must be created as a Timestamp attribute.
• Birthday values must be uploaded in the correct timestamp format: YYYY-MM-DDTHH:MM:SSZ
• For recurring birthday campaigns, always use DD/MM or Date/Month so Bunce checks only the day and month.
• Segment Trigger gives you more flexibility if you want to send messages before, on, or after the customer’s birthday.
• Date Trigger is useful when you want to trigger the campaign directly from the customer’s birthday attribute.

Summary

To create a birthday campaign on Bunce:

1. Create a Date of Birth attribute with the data type set to Timestamp.
2. Upload your customers’ date of birth values using CSV or API.
3. Use either a Segment Trigger or Date Trigger to automate the campaign.
4. Ensure the date check format is set to DD/MM or Date/Month.
5. Build and activate your birthday message campaign.

Once this is done, Bunce will automatically send birthday messages to your customers every year.