Proven Birthday Campaign Marketing Ideas for Small Businesses

Run this Birthday Campaign with your customers every month and don't be surprise if you make more money, get more…

By Ivana Taylor

Published on April 6, 2022

In This Article

Guess what your customers want to do on their birthday? They want to treat themselves! Translation? They want to spend more on themselves. This is where the “Birthday Campaign” comes in.

In this quick article, I’m going to give you everything you need to run this simple campaign — no matter what type of business you run.

Why run birthday marketing campaigns

Your customers don’t know about all the cool things you sell. And that’s the main reason to run birthday campaigns. I like to call this a “Birthday Bonus Campaign” for exactly that reason.

birthday campaign - birthday balloons against a brick wall

A birthday bonus campaign it’s a great way to give your customers a free gift that is related to something that they are already buying. It’s like an “if you like this, then you’ll love that” idea.

Not only that, but birthday marketing campaigns are the perfect opportunity to show them how much you appreciate them and it’s just plain fun to celebrate with your customer.

What you need to get started

Here’s what you’re going to need to create your very own Birthday Bonus Campaign.

  • A list of customers with their birthdays. If you don’t have their birthdays, you can collect them via Facebook, you can simply start asking customers either via email, a phone call or the next time they come in. If you have an in-person business such as retail or restaurant, you can also have them show proof that it’s their birthday with a driver’s license.
  • Other customer contact information. At the
  • An offer or discount that includes a product or service you want to feature as a complementary purchase. You’ll have to be familiar with your customers, what they purchase and what they should purchase but don’t.
  • A way to track results. This will vary depending on your business. I’d recommend that you use your CRM to track these campaigns.

How to set up your campaign goals

  1. Your first goal needs to be to choose a product or service that your customers should be buying but aren’t. This product or service should ALSO be high profit for you (in other words, cheap and easy for you and high value to your customer)
  2. Select a group of customers for whom this is a good fit. If you have an email list or CRM that has listings of the products or services that customers buy, you’ll be able to pull that list and put them inside of a segment. You can “tag” them as “2022 Birthday Bonus Campaign”
  3. Set a goal for how many of those customers you want to take you up on your offer.

Creating a Memorable Birthday Experience

happy birthday sign for birthday campaign
Photo by Nick Fewings on Unsplash

Everyone enjoys feeling special on their birthday, and businesses can capitalize on this by offering memorable birthday experiences. Imagine your customers looking forward to their birthday treats from your business every year!

Personalized greetings, customized offers, and attention to detail are crucial for a successful birthday marketing campaign.

1. Create Memorable Experiences

To create an unforgettable experience, consider adding a personal touch to your customer’s birthdays. Singing Happy Birthday, offering a free cake or dessert, and decorating the area with balloons, banners, lights, and Instagram-worthy props can make your customer’s special day even more memorable. These small gestures show that you care about your customers and are willing to go the extra mile for them.

Making your customers feel special is a great way to build loyalty and increase customer satisfaction. It’s also a great way to show your appreciation for their business. By taking the time to take the time.

2. Personalized Greetings

Sending personalized birthday messages can make your customers feel truly special. Address them by name and tailor promos with age-based discounts to show that you’ve put thought into their birthday celebration.

Surprise birthday promos can also motivate customers to leave good reviews and spread the word about your business. Remember, it’s the thought that counts, and a heartfelt birthday message can go a long way.

3. Customized Offers

Customized offers can also make your customers’ birthdays unforgettable. For example, you could offer a free birthday meal for the person and three friends, a complimentary bottle of champagne, free delivery on their birthday, or even a 50% off coupon.

These personalized offers show that you value your customers and want to make their birthdays a memorable experience.

4. Attention to Detail

Paying attention to small details can make a significant difference in creating a memorable birthday experience. Simple gestures like singing Happy Birthday, offering free cake or dessert, and helping people celebrate their birthday at home with a delivery-only birthday box can leave a lasting impression on your customers.

These thoughtful actions show that you truly care about your customers and want to make their special day an unforgettable one.

Offer Birthday Email Discounts

Offering birthday email discounts is an effective way to encourage customers to purchase your products or services on their special day. These discounts can be tailored to your customer’s preferences and can include percentage-off deals or freebies with purchase.

By giving your customers a reason to shop with you on their birthday, you can boost sales while making them feel valued and appreciated.

5. Run a Birthday Countdown Email Series

A birthday countdown email series can build anticipation and excitement leading up to your customer’s special day. These emails can include exclusive offers, sneak peeks at new products, or fun tidbits about your business.

By creating a sense of urgency and excitement, you can motivate your customers to engage with your brand and take advantage of your birthday offers.

6. Send a Free Gift Birthday Email

Sending a free gift birthday email is an excellent way to show appreciation to your customers on their special day. This simple gesture can create a marketing opportunity by offering a free product or service that your customers may not have tried otherwise.

Not only does this help to strengthen the relationship between your customer and your business, but it can also lead to increased sales and customer loyalty.

7. Exclusive Birthday Event Invitation Email

Invite your customers to an exclusive birthday event where they can enjoy special offers and activities tailored just for them. This email should include all the necessary details about the event, such as date, time, location, and any special instructions.

By hosting an exclusive event for your customers, you can create a memorable experience that will leave a lasting impression and encourage them to continue engaging with your brand.

I’m going to keep this birthday email campaign super-simple. I’m NOT going to push you to send birthday emails every day. You can do that, but let’s start simple.

Each month, you’re going to run this “Birthday Bonus” campaign for those customers that have birthdays during that month.

You’ll want to send 4 emails each month; one email each week.

Birthday Email Week 1: At the beginning of the month send a birthday email to each of your customers having a birthday that month.

Make sure to tell them a story of WHY you are doing this. Maybe you just had a birthday and nobody noticed. And this made you feel forgotten and unappreciated. And that you didn’t want ANYONE else to feel that way.

Maybe include a picture of yourself with a sad face. You can also insert a gif. Pretend that you’re writing to a friend.

Tell them that you’re going to be celebrating all month long. Insert what they are purchasing from you and then tell them that you’re giving them a “BIrthday Bonus” featuring the product or service you identified that you’re going to feature either that year.

Tell them that you’re giving them either a free product or service or a sample (trial access) to that product or service until the end of the month and that you hope that they’ll give it a try.

Also tell them that they can reach out to you any time with any questions or help they might need. You can go further and say that you’ll check in with them.

Birthday Email Week 2: Remind them that they have access to this awesome product or service.

Tell them that if they like it, they can get it at a discount for a specific period of time.

You can also give them the option to purchase a set amount of this product or service at a discount.

Remind them that the deal is going away and you don’t want them to miss out.

OH — and ask them to reply to this email if this “gift” or Birthday Bonus is a bad match and they don’t need or want it. This is critical information for you.

Birthday Email Week 3: Tell them that their birthday month is almost over. Remind then to take advantage of the offer and if they don’t like the offer to PLEASE call and let you know. Maybe they want something else. Find out what that is.

Birthday Email Week 4: This is the time to remind them to keep celebrating. Don’t forget to make this personal and bring your personal experiences and stories into this email. You can even be a little “selfish” about it, and tell them that you want them to think of you every time they use this product or service. (Tongue in cheek).

Remind them that the offer is ending and that they’ll have to wait until their next birthday to get a deal like this.

Most marketing automation tools will have a birthday email feature. Here’s an article that explains how MailChimp does it.

Direct Mail Birthday Bonus

Email is a little faster, easier and cheaper. BUT snail mail can be insanely more powerful – especially if you do this.

Send your customers an actual letter in a regular business envelope. Write them a nice birthday message and include a gift card or promo code for access to a complementing product or service.

This is powerful because these customers will be blown away by your generosity, they will try this new thing you want them to try and — here’s the best part, they can share it with a friend.

How to Collect Customer’s Birthdays

I know what’s stopping you, you probably don’t have “birthday” data. If you like the sound of this campaign, then take the time to collect that data.

  1. Send an email and tell them that you have a gift for them for their birthday and you want them to respond with their birthday.
  2. Create a form using your marketing automation tool and ask them to fill it out.
  3. You can look up your customers on Facebook to see if it shows their birthday.
  4. Call your customers and ask for their birthday.

Now that you’ve seen this, I hope that you’re inspired to collect emails and birthdays from your customers.

The process of running a “Birthday Bonus” campaign is an effective way to introduce existing customers to products and services you offer that they didn’t know about. This can help them discover new things from your store, which in turn may lead to more sales. If you follow these steps, it will be easy for you too!

Social Media Celebrations

birthday campaign on social media
Birthday Party” by spieri_sf is licensed under CC BY-NC-ND 2.0

Social media celebrations are a fun and interactive way to celebrate your customers’ birthdays. By giving public shout-outs, creating personalized birthday videos, running hashtag campaigns, and offering exclusive social media offers, you can make your customers feel special and appreciated.

These celebrations can also help to increase brand awareness and customer engagement, making them a valuable addition to your birthday marketing campaign.

8. Public Shout-outs

Recognizing your customers on social media for their birthdays is an excellent way to show appreciation for their loyalty. These shout-outs can include personalized messages, images, or even videos.

By celebrating your customers’ special day on social media, you can create a sense of community and encourage others to engage with your brand.

9. Create a Personalized Birthday Video

Crop cheerful young ethnic female vlogger touching screen on cellphone while preparing for video record in townbirthday campaign
Photo by Blue Bird on Pexels

Creating a personalized birthday video for your customers can make them feel truly special. You can include photos, messages, and even animations to make the video unique and memorable.

By taking the time to create a personalized video, you can show your customers that you genuinely care about their happiness and are willing to go the extra mile to make their special day unforgettable.

10. Hashtag Campaigns

Hashtag Drawing on White Plate with Ketchup
Photo by Walls.io on Pexels

Running a hashtag campaign for your customers’ birthdays can help promote your birthday offers and increase engagement. By encouraging your customers to share their birthday celebrations using a specific hashtag, you can create a sense of community and generate buzz around your brand.

This can also help to increase brand awareness and attract new customers.

11. Exclusive Social Media Offers

Turned-on Phone Displaying Instagram Application
Photo by Pixabay on Pexels

Offering exclusive social media offers on your customers’ birthdays is a great way to reward them for their loyalty. These offers can include discounts, freebies, or even access to exclusive content.

By providing special offers through social media, you can create a sense of exclusivity and encourage your customers to continue engaging with your brand.

In-store and Online Birthday Promotions

Woman in Front of Table
Photo by ELEVATE on Pexels

In-store and online birthday promotions are an excellent way to boost sales and increase customer loyalty. By offering discounted products or services, loyalty points multipliers, free gifts with purchase, surprise gifts, free birthday sessions, free upgrades for a month, buy one get one free deals, and hosting birthday parties, you can create a memorable experience for your customers and encourage them to keep coming back.

These promotions can be tailored to the individual customer, making them feel special and appreciated. They can also be used to reward loyal customers and build relationships with new customers. By offering discounts.

12. Discounted Products or Services

Offering discounted products or services on your customers’ birthdays is an effective way to encourage them to make a purchase. These discounts can be tailored to your customer’s preferences and can include percentage-off deals or freebies with purchase.

By giving your customers a reason to shop with you on their birthday, you can boost sales while making them feel valued and appreciated.

13. Loyalty Points Multiplier

turned-on monitor
Photo by Blake Wisz on Unsplash

Reward your customers for their loyalty with a birthday loyalty points multiplier. This can range from 1.5x to 5x the regular points, incentivizing your customers to make a purchase on their birthday. Some loyalty programs even give extra points on the anniversary of the customer’s first purchase.

By offering a points multiplier, you can show your customers that you appreciate their loyalty and motivate them to continue shopping with your business.

14. Free Gifts with Purchase

Incentivize your customers to shop on their birthday by offering free gifts with purchase. This can include items such as a free food or drink, a complimentary service, or even a small gift card.

By providing a free gift with purchase, you can create a memorable experience for your customers and encourage them to continue shopping with your business.

15. Give Surprise Gifts

Surprise your customers on their birthday with a special gift. This can include a free upgrade for a month, a free birthday session (consultation or service), or a buy one get one free offer for the day, week, or month.

By offering surprise gifts, you can show your customers that you appreciate their loyalty and create a memorable experience that will leave a lasting impression.

16. Free Birthday Session (Consultation or Service)

woman lying with prone position
Photo by alan caishan on Unsplash

Attract new customers by offering a free birthday session, such as a consultation or service. This can help introduce your business to potential customers and give them a taste of what you have to offer.

By providing a high-quality experience during the free session, you can increase the chances of converting these potential customers into loyal patrons.

17. Free Upgrade for a Month

Reward your customers for their loyalty by offering a free upgrade for a month. This can include a free upgrade to a higher tier of service, a free month of access to a premium service, or any other type of upgrade that’s free for a month.

By offering a free upgrade, you can show your customers that you appreciate their loyalty and encourage them to continue shopping with your business.

18. Buy One Get One Free for the Day, Week, or Month

Increase sales with a buy one get one free promotion for your customers’ birthdays. This can be offered for the day, week, or month of their birthday, depending on your business model and goals.

By providing a special deal for your customers on their special day, you can encourage them to shop with you and create a memorable experience.

19. Host a Birthday Party and Provide Special Gifts

Create a memorable experience for your customers by hosting a birthday party with special gifts. This can include customized party favors, themed decorations, and engaging activities for guests.

By hosting a birthday party for your customers, you can create a lasting impression and encourage them to continue engaging with your brand.

Collaborating with Partners for Birthday Deals

Collaborating with partners for birthday deals is an excellent way to create unique experiences for your customers while also expanding your reach. By partnering with other businesses, you can offer cross-promotions, joint events, co-branded merchandise, gift card exchange, joint loyalty programs, and birthday treasure hunts.

These collaborations can help boost brand awareness and customer loyalty, making them a valuable addition to your birthday marketing campaign.

20. Cross-Promotions

birthday campaign marketing - cross promote
Life is Sharing” by cogdogblog is licensed under CC BY 2.0

Collaborate with other businesses to cross-promote your birthday offers. This can help both businesses reach a wider audience and increase sales.

By working together, you can create a unique and memorable experience for your customers that will leave a lasting impression.

21. Joint Events

Increase brand awareness and customer loyalty by hosting joint events with other businesses. These events can include special offers, engaging activities, and unique experiences that cater to your customers’ interests.

By collaborating with other businesses, you can create memorable experiences for your customers and encourage them to continue engaging with your brand.

22. Co-branded Merchandise

Create unique products and experiences for your customers by partnering with other businesses to create co-branded merchandise. This can include items such as clothing, accessories, or even special edition products that feature both business logos.

By offering co-branded merchandise, you can create a memorable experience for your customers and increase brand awareness.

23. Gift Card Exchange

Increase sales and customer loyalty by offering a gift card exchange program. This allows customers to trade in their unwanted or unused gift cards for ones from your business.

By providing this option, you can encourage customers to shop with you and create a memorable experience.

24. Joint Loyalty Program

Reward customers for their loyalty with a joint loyalty program. This program can include special offers, discounts, and other benefits that are exclusive to members of both businesses. By offering a joint loyalty program, you can show your customers that you appreciate their loyalty and create a memorable experience that will leave a lasting impression.

25. Birthday Treasure Hunt

brown jewelry box beside concrete stairs
Photo by Roman Kraft on Unsplash

Engage customers and increase sales with a birthday treasure hunt. Partner with other businesses to create a fun and interactive experience for your customers. Hide birthday deals in different locations and provide clues for customers to find them.

By creating an exciting treasure hunt, you can create a memorable experience for your customers and encourage them to continue engaging with your brand.

Summary

In conclusion, creating memorable birthday experiences for your customers can significantly boost your sales and customer loyalty. By implementing engaging birthday email campaigns, social media celebrations, in-store and online promotions, and collaborating with partners for unique birthday deals, you can provide unforgettable experiences that your customers will look forward to every year. So why not start planning your next birthday marketing campaign today and make your customers’ special day even more extraordinary?

Frequently Asked Questions

What is the birthday marketing strategy?

Birthday marketing is a great way for brands to engage with customers on a personal level and thank them for their loyalty. It involves giving away a freebie on the customer’s birthday or during their birthday month.

What are good ideas for a birthday?

Celebrating your birthday at home doesn’t have to be boring! With a bit of creativity and some unique ideas, you can throw a memorable birthday party without ever leaving the house.

There are plenty of ways to make your home birthday party special. You can decorate the house with balloons and streamers, create a fun playlist, and more.

How to promote birthday party business?

Put yourself out there! Talk about your business to anyone you meet. Connect with local daycare centers, preschools, churches, and synagogues and offer discounts for birthday parties. Consider online advertising platforms such as Google Ads or Facebook Ads. Finally, creating a website that highlights your services can increase visibility for your business.

To promote your birthday party business, use word of mouth to spread the word, advertise on online platforms, reach out to local daycares, schools and churches, participate in community events, give away promotional items and create a website. Let parents and guardians know you’re available to provide fun-filled birthday experiences for their children. With these tips, you can successfully get the word out about your business.