Send Your Guests an Email Before Their Birthday

Academy 4 minute read 10th March 2022

What are Interactions?

Good question! Let’s start with the basics. Interactions is our platform for sending automated emails to your guests, based on how they interact with your brand.

For example…

  • Welcome a new guest on their first visit
  • Reward loyal guests a promo code on their 10th visit
  • Retain lost guests who haven’t visited in a while

Beambox knows when your guests are visiting your venue, which enables you to create highly personalised marketing campaigns that increase loyalty.

Screenshot 2022-03-10 at 12.12.50

With our new template library, launching these marketing strategies takes just a few minutes. Easily activate pre-built strategies to increase repeat business, based on our insights from working with thousands of brands 🌎

Why should you send a birthday email?

Sending an email to a guest before their birthday is the most popular use case of Beambox Interactions, infact, most of our customers make use of this technique - Why? Simple, you can’t get more personal than sending birthday wishes!

Your guests will appreciate the relevant and personal gesture and in return, you will build brand loyalty and repeat business.

If you’re only going to set up one Interaction - make it this one.

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With this template, your guests will receive an email 7 days before their birthday, as long as they are subscribed to your marketing and have an email on their guest profile.

Test out an incentive

Most brands use the birthday email to invite their guests to make a booking or simply to provide birthday wishes.

But, there’s a whole lot more potential when you are using this strategy. With such a personal engagement, this is the perfect opportunity to maximise repeat business with an incentive.

Here are some ideas..

  • A discount on their birthday
  • A small gift that they can collect if they visit on their birthday
  • A promo code to use in the future

A small incentive will go a long way in lifetime value if a customer feels recognised and appreciated. Experiment with it!

How to use the birthday template

With our Interaction template, setting up your birthday email takes just a few minutes.

📽 Use the video at the top of this article to follow us through the process. Alternatively, here are the steps to get started with your birthday Interaction…

  1. Start by heading to ‘Interactions’ in your navigation
  2. Click ‘Create a new Interaction’
  3. Select the birthday template from the template menu
  4. Follow the Interaction steps!

Once launched, you’ll be able to track the success of your new Interactions campaign in real-time using the reporting feature.


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