Use case · Birthday mode
One year together.
Say it like you mean it.
Birthdays aren’t the only date worth remembering. One year as a customer, five years as a subscriber: birthday mode works on any date field, so the anniversary celebrates itself.
1,000 free sends every month · no credit card
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The play
How it works in BIP
The date is already in your base
Every lead already has a created-at date, or store "first purchase" as a custom date field via the API. That date is the anniversary waiting to be celebrated.
Birthday mode, but for loyalty
Birthday mode compares day and month while ignoring the year, so one segment matches the customers completing one, two, or five years, every single day.
Celebrate daily, automatically
A daily recurring campaign at 9 am sends the celebration to that day’s matches: a thank-you with their name, a year-in-numbers if you track KPIs, and a gift that says "stay". Nine people on a quiet Wednesday. Never the whole base.
The gym that remembers longer than you do
A gym runs the segment "member-since in birthday mode" on a daily 9 am campaign. Each morning, whoever completes another year gets a WhatsApp: "Marcos, 2 years strong 💪. This month’s guest passes are on us, bring a friend." Members feel seen on a date even they forgot; the front desk did nothing. And the guest passes quietly become the gym’s best acquisition channel.
1
campaign to maintain
365
days covered, every year
0
front-desk effort
Build it with
Birthday play
Day-and-month matching plus a daily campaign. Set and forget.
Explorecampaign, set once
1
sends: matches only
daily
Segmentation
Nested filters, behavior, and geo radius.
Explorecriteria types
11
levels of nesting
3
Campaigns
One-time, recurring, and API-triggered sends.
Exploreways to send
3
webhooks per send
3
Health & wellness
Book, confirm, and follow up with patients on the channel they open.
Explorefree sends every month
1,000
per contact stored
$0
Questions about this play
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Which date does the anniversary use?
Any date field: the lead’s creation date, or custom fields like "first purchase" and "member since". Birthday mode works on all of them.
Can year one and year five get different messages?
Build one segment per milestone, birthday mode plus "created between" ranges, and give each its own message: year one gets a thank-you, year five gets the VIP upgrade.
Does the daily campaign message everyone?
Only the day’s matches are sent, and billed. A 20,000-member base with 14 anniversaries today costs 14 sends today.
Last updated 2026-07-21
Never miss another anniversary
Set it up once: every future anniversary is already celebrated.
1,000 free sends every month · no credit card