Navigate to MAUTIC_URL/s/campaigns and add a new campaign.
Make sure that ‘Allow contacts to restart the campaign’ is on YES.
STEP 2: create a flow
We want our campaign to look like the flow.
Why the 6 hours? We like our mails early in the morning so that it's not buried under a bunch of other mails.
Why do we remove the user from the segment after one day? Because if we do it immediately the user would be re-added and receive another birthday mail. One per year is enough.
STEP 3: Let's configure this!
Launch the campaign builder and select the Birthday segment as a starting point.
Launch the campaign builder by editing the campaign and clicking this button.
STEP 4: set actions
Choose ‘Send Email’ as an action and select the email that you want to send.
Make sure to put a delay here if necessary.
STEP 5: set up the yearly return
Choose the action ‘Modify contact segment’.
Remove the contact from the birthday segment after 1 day.
This way the contact will be automatically added the next year.
STEP 6: ready to publish
Publish and test your campaign and your birthday emails will send out automatically.
7. Extra 1: Cloudinary personalized image as a birthday card
STEP 1: upload your photo
Upload your 2 files into Cloudinary. We will lay my (Toon's) face over the swimming pool.
STEP 2: set background image
Double click on the background image
Click on 'Transform'
STEP 3: add watermark
Click on the 'Add watermark / overlay text' on the bottom
STEP 4: positioning and scaling
In the appearing form, add in the "image ID" field the ID of a person (In our case "ToonDeGeest_u3xpyv"), and gravity select a place where there is space in the background image. With some positioning, your image could look like the example.
That's great, but that doesn't scale yet!
What we need for this to work in Mautic is the image ID for the users in a separate field. In the image on top, you can also see the URL.
We’ll give you some extra magic date words you can use in Mautic.
You can look at the source code yourself in the codebase.
‘Month_last’, (midnight first day of last month)
‘Month_next’, (midnight first day of next month)
‘Month_this’, (midnight first day of this month)
‘Today’, (if the date is today)
‘Tomorrow’, (if the date is tomorrow)
‘Yesterday’, (if the date was the day of yesterday)
‘Week_last’, (midnight Monday last week)
‘Week_next’, (midnight Monday next week)
‘Week_this’, (midnight Monday this week)
‘Year_last’, (midnight first day of January last year)
‘Year_next’, (midnight first day of January next year)
‘Year_this’, (midnight first day of January this year)
And then our special beasts:
Which test the date like so: "%-m-d"
Let's get to work!
We love Mautic, and we can say with confidence that we’re good at it. If you need any help implementing this, or you want to know more about the product and features, just let us know. Let’s connect and do great things together!