👆Note: You may notice MailChimp offers an automated birthday email feature. This feature won't work with the Cliniko integration because we don't send across a "Birthday" field, which is required for this feature. Instead, we're using the "Recurring date" feature along with the "Date of birth" field, which we do send through the integration.
I count myself lucky when I walk into a room and actually remember what I came in for, not to mention remembering one's birthday! 🙈
Thanks to our MailChimp integration and automation, you can rest easy and never miss another special day! 🎉
If you're not already integrated with MailChimp, this guide will give you all the steps you need to get set up.
Here are all the steps you need to setup a "Happy Birthday" campaign in MailChimp. 😊
Create a Campaign
Click Create Campaign when viewing your Dashboard to jump straight into creating a campaign:
Click Create an Email:
Select Automated from the top navigation menu:
Select Date Based from the automated email options:
Choose Recurring dates from the Date Based options:
Name your campaign and select your Cliniko integration list from the dropdown menu:
We send across some extra information along with the patient's name and email address. We can use the "Date of birth" field to trigger when an email is sent.
Double check that you're using the "Date of birth" trigger as the Date field for the email campaign here:
Now you're ready to schedule, design and segment the emails for your campaign. MailChimp have a comprehensive knowledge base should you need further assistance there.