Why (and How) to Send Your Customers A Happy Birthday Email

Celebrating your customers' birthday is a great way to show them you care. Here's how to do it best.

It’s important to communicate to your customers just how much they mean to you. After all, without your customers, what kind of business would you have? Celebrating their special day is a great way to show them you care.

Why is happy birthday email necessary?

Sending a happy birthday email humanizes your business. It’s also an easy way to show your customers you appreciate them. Customers like receiving them, too — birthday email sent through Square Marketing has an open rate of 61%. When you send a birthday email to your customer during their birthday month, it shows that you’re making an effort to make them feel special. It’s little details like this that your audience will notice.

Automated birthday email is simple to set up, but here are some pointers to help you get the most out of your celebratory email.

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Collect your customers’ birthdays

This may seem like an obvious tip, but you can’t send a birthday email if you don’t know your customers’ birthday. You can ask customers to manually add their birthday to their customer profile during checkout, or set up an automated birthday collection email campaign. New customers will have the option to add their birthday right away, so you can celebrate them without delay.

Celebrate early

Send out your email before your customer’s birthday, so they have something to look forward to, and know that they have a special gift from you to use during their birthday month. With Square Marketing, your automated birthday email is sent out a week before their actual birthday, which gives them plenty of time to appreciate your greeting.

Get personal

Don’t forget to include your brand’s voice and tone in the email. Move beyond a generic marketing birthday email and customize it for your business. Be specific about how you want to help them celebrate their birthday.

Have fun with it

You don’t need to include a long message. Wish your customer a great day, and encourage them to take advantage of the gift you’re sending their way. Consumers get plenty of email — ensure yours remains top of mind for weeks to come.

Don’t forget that you’re celebrating. Make sure that your birthday email is fun and festive, to celebrate your customer and their special day. Include fun colors, festive photos, or even a special birthday product in your email.

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Offer a coupon for their birthday

This tip is extra important. While it’s nice to say happy birthday to your customer on their birthday, it’s even better to give them a gift. It doesn’t have to be a free gift (although that is definitely something you can offer if it suits your business).

It can be something as little as a coupon for 20 percent off their next purchase. It’s also good to give them a sense of urgency to use the coupon by saying that it’s good for a certain period of time, so they’re more likely to come in and use it soon.

With Square Marketing, each time you send an automated email, a coupon is included by default in the campaign.