Birthday / Anniversary Flow
Make every subscriber feel remembered
5.0 · 3 buyer reviews
- Birthday and/or customer anniversary trigger
- Special offer or exclusive gift
- Warm, personal tone and design
- Multi-step with reminder email
- Delivery
- 3 to 5 business days
- Scope
- 2 to 3 emails
Sent to our team with your order. We confirm everything on your kickoff call before we build. Extra emails are $80 each.
No sales call required to buy.
Can't-buy-wrong guarantee
Full credit, any product, no expiry, if the kickoff call shows a better fit, 100% of what you paid transfers.
- Buy the product that looks right today.
- On your free kickoff call we confirm the fit.
- If something else fits better, 100% of what you paid moves to it. No expiry.
You Cannot Buy Wrong
Full credit, any product, no expiry, if the kickoff call shows a better fit, 100% of what you paid transfers.
Buy the product that looks right today.
On your free kickoff call we confirm the fit.
If something else fits better, 100% of what you paid moves to it. No expiry.
Order now and we lock your price in immediately.
Place your order, then someone from our team gets in touch to confirm scope before we build anything.
What happens after you order
No mystery, no chasing. Here is exactly how it goes from order to live.
- 1
Place your order online
Buy directly from this page: no sales call, no back-and-forth quoting.
- 2
We email you within 4 working hours
You get a confirmation from our team with next steps and a short intake form.
- 3
You share access & assets
Send over the account access and brand assets listed below so we can start immediately.
See exactly what we need ↓ - 4
We build it
Strategy, copy, design, and build, typically delivered in 3 to 5 business days.
- 5
Review, activation & handoff
You review everything before it goes live. We activate it and hand over documentation.
Want to talk it through first? Book a free kickoff call , or tick the box at checkout and we'll send you the link.
What It Is
A well-timed birthday or anniversary email consistently outperforms most standard campaigns on both open rate and conversion. It is one of the few emails customers genuinely expect to feel personal, in an inbox otherwise full of generic promotions. We build the logic, the copy, and the design once, and it runs automatically for every subscriber, indefinitely.
We set up the date-based trigger using whatever birthday or signup-anniversary data you collect, write 2 to 3 emails, and design them to feel like a genuine, personal touch rather than a mass campaign dressed up with a first name merge tag. Any perk you want tied to the occasion, from a discount to free shipping, gets built into the logic at the same time.
Full scope for $209: date-based trigger setup, copywriting, design, the automation build, and QA before activation, delivered in 3 to 5 business days, then it quietly fires for every subscriber going forward.
Who It's For
- You already collect birthdate (or have signup-date data) for at least a portion of your subscribers
- You want an evergreen flow that requires no manual sending once it is live
- You want to offer a small perk or discount tied to the occasion and need the automation built around it
- You've never had this flow live and know it's a gap in your current automation library
Probably not for you if
- You don't currently collect birthdate data from subscribers. That needs a signup-form field added first
- You want a much larger, always-on loyalty sequence. See our VIP / Loyalty Flow for that broader scope
- You have very few subscribers with birthdate data on file, the flow will have limited reach until that data grows
What's Included
Need this scoped differently?
You're not locked into the scope above. Add your changes in the box when you order, or talk it through on your free kickoff call. We confirm everything before we build. Adding or removing emails is easy: extra emails are $80 each.
Book a free call to discuss changesHow It Works
Kickoff & access
You share access to your email platform, your brand kit, and confirm what date data you collect via a short intake form.
Date-based trigger setup
We configure the trigger against the birthday or anniversary date property in your email platform.
Copy & design
We write 2 to 3 emails and design them in your brand style, with any occasion-specific offer built in.
Build, QA & activation
We build the automation, QA it end to end, and activate, delivered in 3 to 5 business days from kickoff.
Typical delivery: 3 to 5 business days
What We Need From You to Get Started
Have these ready and we can kick off immediately. No back-and-forth delays.
- Manager-level (or admin) access to your email platform: Klaviyo, Mailchimp, Omnisend, or whichever you use, or an invite for our team
- Confirmation of what date data you already collect (birthdate, signup date, or both)
- Your brand kit: logo, fonts, and color palette
- Details on any perk or discount you want tied to the occasion, if applicable
- 2 to 3 examples of your brand voice: past emails, website copy, or simply "casual" vs. "formal"
Frequently Asked Questions
Yes, full copywriting and custom design in your brand style are included for every email in the sequence.
We can rebuild or optimize your existing flow as part of this same package. If you only want a review first, our Flow Architecture Audit is a cheaper starting point.
We can build against a signup-anniversary date instead, which every email platform already stores on the profile. Adding a birthdate field to your signup form is a separate, smaller step we can advise on at kickoff.
No. We build this in whichever email platform you already use. Klaviyo is the most common (we are a certified partner), but Mailchimp, Omnisend, Shopify Email, Brevo, ActiveCampaign and every other major platform are all fine. Tell us your platform at checkout and we build it there.
Buy online via the checkout button on this page, or if you'd rather talk first, book a free audit and we'll set it up together.
You get a short intake form for access and brand assets. Work starts immediately and you receive the finished flow within 3 to 5 business days.
You can't, in practice. Every order starts with a kickoff call, and if that call shows a different service is the better fit, 100% of what you paid transfers to it: any product, no expiry, no restocking fee. You pay the difference if the right one costs more, or keep the balance as credit if it costs less. Buy the one that looks closest and we'll sort the rest on the call.
What buyers say about Birthday / Anniversary Flow
5.0 from 3 buyer reviews
"Small flow, lovely effect. Customers reply to these emails saying thank you, which does not happen with anything else we send, and the offer redemption rate is very healthy."
Founder
Bought Birthday / Anniversary Flow
"We were collecting birth dates in our signup form and doing absolutely nothing with them. Embarrassing in hindsight. Now it runs itself all year."
Marketing Manager
Bought Birthday / Anniversary Flow
"The anniversary version for purchase date has been the stronger of the two for us, which they predicted and I did not expect."
Director
Bought Birthday / Anniversary Flow
Prefer an ongoing, fully managed engagement instead of a one-off build?
See our managed serviceRelated Guides
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Not sure yet? Talk to a human first.
You don't have to buy blind. Book a free 30-minute call and we'll tell you honestly whether Birthday / Anniversary Flow is the right move for your store, or point you at something better.
Prefer email? [email protected]. We read every reply.
WHO BUILDS THIS
Delivered by Ravinderpal Singh's team
Ravinder founded Excelohunt. For 7+ years he has worked on one thing: making email the channel that earns the most for online stores. He wrote Customer Retention Strategies. His Klaviyo Partner team builds every order placed here.
Ready to Get Birthday / Anniversary Flow Live?
No sales call required, buy online or get a free audit first.