---
title: How to setup a birthday campaign
description: Nurture customer relationships and build loyalty by making your customers feel special on their birthday. A simple email or text can go a long way in showing how much you care.
---

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February 26, 2025

# How to setup a birthday campaign

## Nurture customer relationships and build loyalty by making your customers feel special on their birthday. A simple email or text can go a long way in showing how much you care.

### How does Steer get your customer's birthday?

For the following Shop Management Systems (SMS), you can input the customer's birthday directly into your SMS, and Steer gets the customer's birthday via the automated integration:

1. Tekmetric
2. Mitchell 1

Do you use a different SMS that allows you to enter your customers' birthdays but has yet to pass this information on to Steer? Or perhaps you store your customer birthdays in another form or database?

Don't worry, we can help! Email [help@steercrm.com](mailto:help@steercrm.com) with a CSV with the following information, and we'll import it into Steer for you!

- Customer First Name
- Customer Last Name
- Customer Email or Phone Number
- Customer Birthday: Month (required), Day  (required), and Year (optional) 
    - Format: YYYY-MM-DD

### Step 1: Create a list of customers with a birthday in Steer

Go to **Dashboard > Customers** in the left navigation. On the right click **Filters > Advanced filters**.

In the **Advanced Filter**, select **Customer Birthday.**  

![Birthday Advanced Filters](https://help.steercrm.com/hs-fs/hubfs/Birthday%20Advanced%20Filters.png?width=265&height=430&name=Birthday%20Advanced%20Filters.png)

You will see two filters:

1. **Customer Birthday Search:** Filters to customers with a birthday on an exact day(s) OR month(s). Best for Outreach One Time campaigns.
2. **Days Until Customer Birthday (recommend):** A dynamic filter based on the interval between today's date until the customer's birthday date. Best forRepeat campaigns sent on your customer's birthday date or month. 
   
   **Example:** 0-0 days until birthday will get everyone who has a birthday that day.

 

 

 

 

Now, create a [Dy](https://help.steercrm.com/knowledge/dashboard-customers-tab?hsLang=en)[namic Group](https://help.steercrm.com/knowledge/dashboard-customers-tab?hsLang=en) that can later be used to create a Campaign Segment.

1. Click Filters again ![Screenshot 2025-02-26 at 5.48.51 PM](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Screenshot%202025-02-26%20at%205.48.51%20PM.png?width=262&height=511&name=Screenshot%202025-02-26%20at%205.48.51%20PM.png)
2. Click New Dynamic Group
3. Name and Save your group

 

 

 

 

 

 

 

### Step 2: Create a Segment using your new birthday Dynamic Group 

Go to **Campaigns > Active **in the left navigation. Under Outreach Campaigns, select New Segment. You may have to scroll to the far right of Outreach Campaigns if you already have many segments. 

Enter your Segment Name and click **Select Customer Group**. There you can select the Dynamic Group you previously created. 

More information on creating segments [here](https://help.steercrm.com/knowledge/campaigns-settings?hsLang=en). 

![Birthday Campaign Segment](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Birthday%20Campaign%20Segment.png?width=688&height=330&name=Birthday%20Campaign%20Segment.png)

### Step 3: Create a campaign in the new birthday segment

In your new birthday segment, click the + at the top to **Add a New Campaign**. Please see the detailed information on creating campaigns [here](https://help.steercrm.com/knowledge/campaigns-settings?hsLang=en). 

When creating a birthday campaign you can select Birthday from the category list to see a list of templates or start with a blank template. 

![image_720](https://help.steercrm.com/hs-fs/hubfs/image_720.png?width=688&height=345&name=image_720.png)

After selecting a template, finish setting up your campaign.

1. Name your campaign and adjust Days After Visit (DAV) to 0 - 730. This will ensure the campaign does not send to customers who have not visited in the last two years.

2. The attribution period is automatically set to 35 days. Read about Campaign Attribution [Here](https://help.steercrm.com/knowledge/how-to-edit-campaign-attribution-type-and-timeframe?hsLang=en).

![Screenshot 2025-02-26 at 5.50.23 PM](https://help.steercrm.com/hs-fs/hubfs/Screenshot%202025-02-26%20at%205.50.23%20PM.png?width=688&height=453&name=Screenshot%202025-02-26%20at%205.50.23%20PM.png)

3. Set the campaign to repeat daily, with no end date, to have your campaign send automatically to customers as their birthday arrives. 

![Screenshot 2025-02-26 at 5.50.35 PM](https://help.steercrm.com/hs-fs/hubfs/Screenshot%202025-02-26%20at%205.50.35%20PM.png?width=688&height=315&name=Screenshot%202025-02-26%20at%205.50.35%20PM.png)

4. Launch your campaign. 

 

**Please reach out to Customer Support if you have any questions.**

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