Automating your Giftograms for birthdays and anniversaries (smart campaigns)

Use smart campaigns to automatically trigger gifts on key dates like birthdays, anniversaries, and big company milestones via digital delivery.

Some examples of smart campaigns may include:

- Employee birthdays
- Work anniversaries (annually as well as milestone years like 5 years, 10 years, etc.)
- Service anniversaries

Step by Step Instructions:

To get started visit https://app.giftogram.com/campaigns and click "Create Campaign" in the upper right:

Select "Smart Campaign" on the next screen:

CampaignType

1. Name the campaign and set the frequency of gifts:

Follow the instructions on the screen to enter the general details of your Smart Campaign including its name, the key date for the automatic gift to go out, and the frequency of the gifts (annually, every 5 years, 10 years, etc.). To see how to set up a Milestone Gifting Campaign specifically click here

In this example, we're setting up an annual birthday gift for employees: 

 Birthday

2. Select the gift details:

Select the gift amount, what region (U.S. or Canada), and what catalog recipients will receive (For example, All Retailers, Restaurants Only, Coffee Only, etc.):

giftdetails

3. Personalize the gift:

Next, select the design for your Giftogram and a message. This is what recipients will see in their inboxes:

birthdaymessage

4. Decide who will receive the gifts:

Next, select the group of recipients for your smart campaign:

smartcampaignrecipients

5. Lastly, confirm the billing details and click "Create Campaign":

Once your smart campaign is created it will automatically schedule gifts when directed and pull funds from your Giftogram balance as needed. 

Note: You will need to renew Smart Campaigns annually regardless of the end date you've chosen.