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How to Create a Birthday Campaign in Mautic

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One of the things I look forward to every year on my birthday is the email I get from a particular site that knows it's my birthday.  They send one every year and it helps make my day.

Creating a campaign to do that in Mautic is quite simple.

 

  1. Create a custom field called birthday with the data type of date.
  2. Create a segment with every contact that has a birthdate in your custom birthday field (Birthdate is NOT EMPTY).
  3. Create a campaign with the segment.
  4. Add a condition based on birthday field and using the DATE and ANNIVERSARY.
  5. Based on the condition being true - send an email.

I show you how to do it in the video below.  Enjoy!

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