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How to create a birthday campaign with a discount code using Mailchimp

Discounteo does not support a dedicated trigger to generate discount codes on a birthday with Mailchimp. Nevertheless, there is a clever workaround. With this approach, the discount code displays as a clickable image that will redirect a customer to your store with a discount applied.

Start by creating a new automation in Discounteo. Click on Add automation. Select Other as your Email Service Provider and Happy Birthday as the campaign type.

How to create a Happy Birthday automation in Discounteo
Create a Happy Birthday automation in Discounteo

Set the parameters of discount codes that will be created by this automation. Find more in the article on how to configure discount to make the most of the options provided by the app.

Once you have completed this stage, save your automation and copy the code snippet.

Discounteo: Copy the code snippet
Discounteo: copy the code snippet

The next step is creating a birthday campaign in Mailchimp. You can do this using Journey or Classic Automations. Navigate to the Mailchimp dashboard > Automations > Build from scratch. Type your Journey name and hit Start Building.

How to create a new Mailchimp Journey from scratch
Create a new Mailchimp Customer Journey from scratch

Set Birthday as the starting point of your automation. Decide how many days before the subscriber's Birthday date you want to send a message to them and indicate the name of the field where this date is stored in Mailchimp.

Mailchimp: How to set the starting point for a birthday automation
Mailchimp: Set the starting point for a birthday automation

Add a Journey point. We want to send email. Next, design your message. You can choose from the themes or build an email from scratch.

Mailchimp: Add a Journey step to send an email
Mailchimp: Add a Journey step to send an email

Customize your email template. Next, drag and drop a code element into the place where you want a discount code to be displayed. Delete the placeholder div and paste the code snippet from Discounteo. Then replace both occurrences of {{ email }} with *|EMAIL|* in the code snippet. Save & close the code element. You will see an example discount code in your email template.

How to insert a discount code into a Mailchimp birthday campaign email
Insert a Discounteo discount code into a Mailchimp birthday campaign email

When your email template is ready, hit Save and Return to Journey. Then click on Continue and Turn On to activate the automation. Your automation will appear on the list in Overview of the Automations section.

How to activate a Birthday Journey in Mailchimp
Activate the Birthday Journey in Mailchimp

From now on, your subscribers will receive a message with a discount code the day before their birthday.

Discounteo discount code in a Mailchimp Birthday campaign
Discounteo discount code in a Mailchimp birthday campaign

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