send automated birthday messages
How to Automate Birthday Offer Campaigns Using Chakra Chat WhatsApp API
This guide explains how to set up automated birthday offers or similar events for customers using the Chakra Chat WhatsApp API solution. Follow these steps to capture customer birthdays, create birthday offer templates, and automate campaign delivery.
Step 1: Add a Date of Birth (DOB) Attribute to Leads
- Navigate to Admin > Leads in the Chakra dashboard.
- Click Add and select Standard Attribute.
- Configure the attribute:
- Name it
Date of Birth(or similar). - Set the field type to
Date.
- Name it
- Save the attribute.
Step 2: Capture Date of Birth (DOB) in the Lead Ingestion Flow
- Ensure your lead nurturing or capture process includes collecting the customer’s Date of Birth (DOB).
- Update the lead ingestion flow to include the DOB field.
- Once captured, the DOB will be stored in the customer’s lead profile.
Step 3: Create a Birthday Offer Template
- Go to Message Templates in the Chakra dashboard.
- Click Create New Template to design a birthday offer message.
- Customize the template with personalized fields, interactive buttons following standard template guideline (e.g., customer name, offer details).
- Follow the Chakra Message Template Creation Guide for detailed instructions.
- Submit the template for WhatsApp approval.
Step 4: Create a Birthday Offer Campaign
- Navigate to Campaigns in the Chakra dashboard. Click Create New Campaign
- Follow the instructions in the help document to
Create a Campaign(https://help.chakrahq.com/chat/getting-started/create-workflow-campaign) - Configure the campaign settings, including:
- The approved birthday offer message template.
- Campaign schedule (e.g., send immediately once added).
- Save the campaign.
Step 5: Add an Automation Rule for the Campaign
To automatically send birthday offer messages on customers’ birthdays, set up a lifecycle rule in Chakra.
- Go to Admin > Leads and select Lifecycle Rules from the left side panel.
- Choose Post Updation and click Add to create a new rule.
- In the Lifecycle Rule Builder:
- Add a Trigger Condition (e.g.,
Date of Birth is today). - In Take Action, select Send Campaign and choose the birthday offer campaign created in Step 4.
- Add a Trigger Condition (e.g.,
- Save the rule and set it to Active.
Step 6: Test the Automation
- Add a test lead with a DOB set to today’s date.
- Verify that the birthday offer message is sent automatically via WhatsApp.
- Monitor the campaign performance in the Chakra dashboard.