Activation Workshop: Celebrate & Build Loyalty with Automated Birthday Programs

# Marketing

# Emails

# Activation Workshop

Launch an automated birthday program that delights customers and builds long-term loyalty. This practical workshop breaks down what makes a birthday automation work, and then using our Pre Built Birthday Program template setting up an automated email journey.

Workshop Prerequisites

Offer creation: If you plan to include a discount of gift, ensure this is pre-built in Spektrix

Email Design: Design your Birthday Email as a Triggered Email Campaign within DotDigital

Contact Data Fields: Ensure you have the DATEOFBIRTH data field created in DotDigital

Sync your Address Book: Make sure that you have a synched address book between Spektrix and Dotdigital

Know your time: Agree when you would like to send your birthday email - the day of, a week before, a month before?

Please note: Activation Workshops are not recorded. These are interactive, hands-on sessions for small groups, and participants may share examples from their live systems. Keeping workshops unrecorded helps create an open learning environment and encourages active participation.

Note on Registration: To ensure an interactive session with tailored support, registration is limited to 10 participants on a first-come, first-served basis.

If you can no longer attend, please cancel your registration to free up a spot:

Log into the Community and select the specific event you are registered for

Select 'View Receipt' on the right-hand side

In the pop-up, select 'Cancel' at the base and click 'Submit'

If you don’t see this option, just email us at [email protected] and we’ll handle it for you!

For the best experience, attendees should log in on a computer (vs. a mobile device), and it is recommended you use Google Chrome as it's the best browser for this experience. Other browsers will work, but elements like virtual backgrounds, and audio and camera settings can be blocked, depending on your browser and settings.