How to Keep Customers Birthdays in Creative Ways

Method to maintain track of the birthdays of customers, As the owner of a small company, you likely have a lot of responsibilities already. You are responsible for sales, marketing, and most likely a significant portion of delivery of the product or service you provide. It would be kind of you to remember your customers’ birthdays and send something special to them on their special day, but when are you planning to find the opportunity to do that?

This is the appealing aspect of a customer relationship management system. It streamlines the procedure and makes it easier to remember the birthdays of your customers. There will be an initial investment of time required, but once it is put up, you will have something that gives the impression that your tiny firm is much larger than it really is.

What is the point in remembering all of these birthday if you are not going to celebrate them in any way?

We will require a few items in order to make the monitoring of customer birthdays meaningful, including:

• A method or occasion for collecting birthday information from customers.
• An automated system that will remind you that your birthday is approaching.
• What you have planned for the celebration of their birthday.
• You have the option to make it really complicated or to keep it simple, just as with any technological solution. To maximise your return on investment (ROI), you should simplify initially and then gradually increase that level of complexity.

Sending out personalised presents with the recipient’s name but maintaining an air of detachment is an example of a more complicated approach. In a more basic form, an alert would be generated, which would kick off a procedure enabling you nor your administrator to manually send out anything.

Way to maintain track of the birthdays of your customers

You may quickly build up automations that draw from your customer information if you use software that combines CRM, sales automation, and marketing automation into a single package. The following are some easy measures that may be taken to maintain track of and make use of the birthday information of customers.

Compile a list of the birthdays.

It’s possible that you’ll decide to include this step into the process of onboarding new customers altogether. You could also think about approaching your current customers and posing for identical details from them. Create an email that says “let’s got familiar with each other” and send it to new users as soon as they enter your system. The material should be written in the same manner as if you had just made a new acquaintance and wanted to mark their birthday on your calendar.

Ask them directly for their postal code if you want to send anything to them in the mail. This is especially important if your want to send something by mail. In today’s digital environment, it is important that you inquire about the recipient’s address in the event that you like to send them anything. You should send yourself up to three invitations in order to gather the birthday information in order to receive the most answers possible. Once they have finished filling out the form, you may cease sending them reminders.

Create a task for yourself of keeping up with them during the event that they do not answer. You may prepare several email reminders forms in the future, then set off an automated system to cycle though the sequence and gather birthday information whenever new contacts are added to your database. Another option is to compose the email reminders manually.

Determine what you will do in celebration of their birthday.

The following are some suggestions (listed in descending order of difficulty): Send them a celebratory or promotional mail (when in scepticism start here!), whether it’s done manually or automatically. Manual – Design a group greetings digital card Send a card in the traditional way by hand. Manual: Select a present choice from a website such as Thanks.com. Hook up to the automatic system. Send out greeting cards. Connect to any fulfilment service automatically using HTTP post requests.

It is strongly recommended that you use a GIF while composing the email. Customers will find that it is a lot more enjoyable and appealing as a result. You may generate your own personalised GIF if you’d like to get really sophisticated by making a short movie and then sending it to an electronic GIF maker once you have created the video.

Programme the computer to send out birthday greetings automatically

This email campaign may be triggered to send forth for a segmentation set of contacts when an identification tag is applied to the contacts in question. You will want to make certain that you’re equipped with a dependable method at your disposal to keep apprised of who should be notified by email or given a gift on their birthday. The following are some suggestions for how you might divide up the clients that have birthdays are important to keep track of:

• Making new connections in the process
• A paper form to be filled out during the onboarding process, in response to a purchase
• Upon the basis of a voluntary participation
• On the basis of a sales channel stage