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Setting Up Birthday Broadcasts in OneShop

This video demonstrates how to set up birthday broadcast campaigns within OneShop. It covers selecting templates, customizing offers, scheduling sends, and finalizing the campaign for effective birthday promotions.

1. Birthday Broadcast Setup Intro

Here's how to set up your birthday broadcast inside of OneShop.

Birthday Broadcast Setup Intro

2. Navigate Birthday Templates

First you want to navigate to templates. Go ahead and sort title A to Z. Here you can preview the birthday templates. The first one is ready to send birthday.

Navigate Birthday Templates

3. Ready To Send Broadcast

broadcast. Where everything is already filled in for you, it's a $10 reward.

Ready To Send Broadcast

4. Customizable Birthday Treat

The other option that you can preview here is the birthday treat. This one is customizable. You'll add your own offer and expiration.

Customizable Birthday Treat

5. Create And Title Campaign

Once you've made a decision on which one you want to use, you're going to go to campaigns, click create a broadcast. The first thing we'll do is title it the month for that birthday and year. Then go ahead and click save.

Create And Title Campaign

6. Select And Autofill Template

And then you'll go ahead and select the template you've decided to use. click OK and this will auto fill the template for you.

Select And Autofill Template

7. Update Template Offer Text

Here is where you're going to want to select. You're going to fill anything with a block bracket. You're going to update. So we'll just say enjoy a free mini fig.

Update Template Offer Text

8. Set Offer Expiration Date

Then we'll make it expire on the last day of the month, so 11:30. I'm going to save that.

Set Offer Expiration Date

9. Fix Email Bracket Placeholders

Once you save the text message that you're sending, you'll want to fix those two brackets inside the email as well. Then the offer here.

Fix Email Bracket Placeholders

10. Change Email Expiration Date

Then we're going to do the same here where we change the expiration November 30th. Go ahead and click save.

Change Email Expiration Date

11. Set Birthday Month Filter

And then we're back on this page. We're going to set a filter for that birthday month. So let's scroll down to birthday month, select November, confirm. Now we have the birthday month selected. Then for this one, we're...

Set Birthday Month Filter

12. Add Bonus Coupon Option

Going to go ahead since we're doing the custom one. We're going to click add bonus coupon. If you were doing the basic setup, the ten dollar reward one, you...

Add Bonus Coupon Option

13. Coupon Creation Requirement

Add the $10 reward here and then select the start and end date. Since we're doing a coupon, you'll need to have created the coupon already inside Heartland. Then you'll be able to find it here.

Coupon Creation Requirement

14. Select Coupon And Dates

Select the coupon that you want to use.

Select Coupon And Dates

15. Set Coupon Validity Dates

for this one you will want to Select November 1st as the start date and then select the 30th as your end date and time click confirm

Set Coupon Validity Dates

16. Save And Verify Broadcast

And then save. Once all this is done, just verify it one more time. Go ahead and click save.

Save And Verify Broadcast

17. Schedule Broadcast Send Time

And now this is where you're going to click Schedule Send and select Schedule at the top. We're going to have it send first thing in the morning on November 1st.

Schedule Broadcast Send Time

18. Confirm Scheduled Broadcast

And then you'll just click schedule and confirm that it's scheduled.

Confirm Scheduled Broadcast

19. Contact Support For Setup

Once you've done that, reach out to support and they will get them set up for you. For the rest of the one-year period.

Contact Support For Setup

Learn to create and schedule personalized birthday broadcasts in OneShop, including template selection, offer customization, coupon integration, and campaign scheduling. Get started

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