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.
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.
3. Ready To Send Broadcast
broadcast. Where everything is already filled in for you, it's a $10 reward.
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.
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.
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.
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.
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.
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.
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.
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...
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...
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.
14. Select Coupon And Dates
Select the coupon that you want to use.
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
16. Save And Verify Broadcast
And then save. Once all this is done, just verify it one more time. Go ahead and click save.
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.
18. Confirm Scheduled Broadcast
And then you'll just click schedule and confirm that it's scheduled.
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.
Learn to create and schedule personalized birthday broadcasts in OneShop, including template selection, offer customization, coupon integration, and campaign scheduling. Get started



















