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How to Create Birthday Campaign

February 29, 2024

Section 1: Introduction

Boost member loyalty and engagement by gifting a birthday voucher before or on their birthday. You can customize the birthday voucher in terms of discount, voucher validity, pre-sent time, and more.

Learn more on benefits of birthday campaign

Section 2: How to Access to Birthday Campaign Page

In order to access the birthday campaign feature, you need to have ecommerce pro package.

Method 1: Search “Birthday campaign” in the search menu bar at the top of NMS.

Method 2: Go to My Sales > Marketing Tools > Birthday Campaigns

Section 2: How to setup birthday campaign

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Step 1: Set Birthday Voucher Email Title

Step 2: Choose Discount Type (Fix Amount or By Percentage) and set the amount

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Step 3: Set Minimum Cart Price

If no amount is set, it means that members can use the birthday voucher to checkout without a minimum cart price. If set to 100, it means that members need to reach RM100 in order to redeem and use the birthday voucher.

Step 4: Set Birthday Voucher Valid Date

This means that once a member receives the birthday voucher, how many days will the voucher be valid before it expires

Step 5: Birthday Voucher Pre-sent time

This means that the birthday voucher email will be sent to the member how many days before their birthday. For example, if I set it to 7 days, it means that 7 days before the member's birthday, they will receive the email notification for the birthday voucher.

Step 6: Once done, click “Start Campaigns Now”

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You can check how many birthday vouchers have already been sent out, the total vouchers used, and basic voucher information for this birthday campaign.

If you want to edit the birthday campaign, you need to click 'Suspend Campaign Now' and then recreate a new birthday campaign.

Member Perspective
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Member will receive an email notification based on Birthday Voucher Pre-sent Time.

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Member can login the website and view the birthday voucher in “Discount Voucher”

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Members can easily redeem their vouchers on the checkout page by either pasting the voucher code and clicking 'Redeem' or directly ticking the voucher and clicking 'Redeem.

Section 3: Check Birthday Campaign Records

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You can check the 'Birthday Campaign Voucher History' for information such as mail title, voucher code, member birthday date, and voucher period.
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You can check the details of suspended birthday campaign.  

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