Use case · Birthday mode
Never miss
a birthday again
Set it up once and every customer gets remembered on their day — with their name, your offer, and no spreadsheet involved. Birthday mode matches day and month and ignores the year.
1,000 free sends every month · no credit card
Need a walkthrough? Talk to sales
The play
How it works in BIP
Store the date once
Add a date field for birth dates and fill it by import or API. Already have the data in a spreadsheet? The import wizard maps the column in one step.
Flip on birthday mode
Create a segment with the field in birthday mode — it compares day and month and ignores the year. Stack more criteria if you want: only customers within 15 km of the store, only tag "active".
Let the daily campaign run
Schedule a daily recurring campaign for 9 am. Each morning BIP rebuilds the segment and sends only to that day’s birthdays — with their name and a coupon via variables. On BIP you pay for each birthday message, not for storing the other thousands of contacts.
The bakery that remembers everyone
A bakery imports 18,000 customers with birth dates. The segment: birthday mode, plus last location within 15 km of the shop. Every morning at 9, the campaign recalculates and sends a WhatsApp with a free-slice coupon — to the 11 people celebrating that Tuesday, not to all 18,000. Quiet days cost 11 sends. That’s the whole bill.
1
campaign, set once
11
sends on a quiet Tuesday
$0
for the other 17,989
Build it with
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
Restaurants
Fill tables with WhatsApp blasts and weekly specials, with no per-contact bill.
Explorefree sends every month
1,000
per contact stored
$0
Retail
Turn foot traffic into a list and message store catchments by map radius.
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.
Does it work if I only know day and month?
Yes — that is exactly what birthday mode does: it compares day and month and ignores the year, so one segment covers every generation in your base.
What about contacts without a birth date?
They simply never match the birthday criteria and never receive the campaign. No errors, no accidental sends.
What time do birthday messages go out?
The recurring campaign runs on your account’s timezone. Set it for 9 am and it arrives with the morning coffee, not at 3 am.
Can I limit it to customers near my store?
Combine the birthday criteria with a geo radius on the map — for example, birthdays within 20 km of each store — so the coupon is always redeemable nearby.
Set up birthdays once, celebrate all year
One segment, one recurring campaign, every birthday covered — forever.
1,000 free sends every month · no credit card