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
Can’t find the answer you’re looking for? Talk to our team — a human replies.
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.
Never miss another anniversary
Set it up once — every future anniversary is already celebrated.
1,000 free sends every month · no credit card