👆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.
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 guidewill 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 in Mailchimp
From the dashboard, click the Campaigns icon (it looks like a megaphone 📣):
That will bring you straight into your "campaigns dashboard". From there, click Create campaign:
Then, select 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 audience from the dropdown menu:
Double check that you're using the "Date of Birth" trigger as the Date field for the email campaign here:
And, done! 🎉 Your patients will now receive automatic emails for their birthday. 🎂
Now you're ready to schedule, design and segment the emails for your campaign. Mailchimp has a comprehensive knowledge base should you need further assistance there.