Birthday email with coupon

Published December 19, 2019

It is very important to improve customer loyalty with special birthday coupons. On your customer’s special day you can send them a code and at the same time reward yourself with a good chance of more sales for your online business.

Your customers will definitely have a positive reaction when you help to celebrate the occasion and having a gift in the form of discount will make them more likely to spend. If you add automatic birthday emails into your loyalty program it will enable you to build a more engaged and loyal customer base.

Example of use - Retail industry

A customer from the fashion industry had a loyalty club where users shared their date of birth. Based on this information, the company could prepare a birthday email. As a medium, they used email. Customers received an individual discount coupon on their birthday for 20% off on any product, valid for 14 days. The coupon was valid in both offline and online stores.

Email with a birthday coupon
Email with a birthday coupon


  • OR 12,16%
  • CTR 18,43%



To prepare such a scenario, you have to follow 4 important steps.

  1. Import user base.
  2. Prepare coupon pool.
  3. Prepare an email template.
  4. Prepare workflow.

Import user base

To be able to send a message to users on their birthday, you have to store information about their birthdate. You can prepare a one-time csv import, which in basic format may contain only 2 columns:

  1. email address.
  2. date of birthday.
Important: To prepare this use case, birthdates must be in the YYYY-MM-DD format.

Import the prepared file to Synerise as import Clients according to the manual found here. Also you can update users via API, or send it from forms. No matter which method you use, you have to map those fields as Synerise default attributes: email and birthDate.

Prepare coupon pool

On a user’s birthday, you can send each of them an individual coupon code with a discount. To do it, you will have to import to Synerise coupons previously prepared in your ecommerce platform, which will apply the appropriate discount in the shopping cart.

  1. To import such coupons, go to Vouchers and prepare a Voucher pool, to which you will add your coupons.
  2. Add an obligatory Pool name, and set the Emission start and end dates.
  3. When the pool is created, click Import and choose CSV with vouchers.
Screenshot presenting birthday coupon
Prepare coupon pool
Tip: Remember that your csv should have only 1 column, without a name.

Prepare an email template

To distribute coupon codes in an email, prepare a template.

  1. Go to Communication > Emails > Templates > Drag&drop builder or Code editor to create email template.
  2. Click Inserts in the upper right corner, find Pools on the list of inserts, then choose the Coupon pool prepared in the previous step.
  3. Copy and paste it in the place where the coupon code should be shown to the user. Instead of {% voucher %} voucher-hash {% endvoucher %}, user will see his individual coupon code.
Screenshot presenting email template for birthday coupon
Prepare email template
Tip: If your codes have the appropriate format, you can insert them as barcodes, details here.

Prepare workflow

To start sending your prepared email template you have to create a workflow, which in basic configuration may look like the one below. To do this, go to Automation > Workflows > New workflow.

Screenshot presenting automation for birthday coupon
Prepare a workflow

Add the Audience node

To start the workflow for every user who has a birthday on a given date, select the Audience node. Set the Run trigger option to repeatable with 1-day interval.

Screenshot presenting choose the Audience trigger
Audience trigger

Set up the birthday attribute

Your audience in this trigger has to be customers who have a birthday on this day. During segment creation choose the birthdate attribute, select date format and indicate that value in this attribute has to match the current day and month.

Screenshot presenting choose the birthdate attribute
Birthdate attribute

Set up the birthday email

When you finish setting up the birthday attribute, you can set the Send Email node by selecting the appropriate email account, choosing the template that you prepared previously and adding the email subject and UTMs.

Screenshot presenting Set the Send Email node
Email datail

Prepare the final settings

  1. Add End nodes where the workflow should finish for users.
  2. Define capping.
  3. Optionally, add titles to each node so the workflow will be more understandable to your colleagues.
  4. Name the workflow.
  5. To save it as a draft, click Save, or activate the workflow by clicking Save & Run.
Tip: Set capping 1 for 1 year to avoid a situation in which the customers change their date of birth to get an additional discount twice or more.

Check the use case set up on the Synerise Demo workspace

Check the workflow settings in Synerise Demo workspace.

If you don’t have access to the Synerise Demo workspace, please leave your contact details in this form, and our representative will contact you shortly.

Read more


We are sorry to hear that

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.



Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

Close modal icon Placeholder alt for modal to satisfy link checker