By connecting Clover to MailChimp using ListBuilder, you can automatically send emails on your customers' birthdays!
Clover Set Up
Customers will be eligible for Happy Birthday emails only if they meet the following conditions in the Clover customers app:
- Customer has a valid email address
- Customer has a valid birthday value
- Customer is opted in for marketing
ListBuilder Set Up
Create a connection from your Clover account to your MailChimp account.
From the list that you selected when creating a connection, navigate to the settings for "List fields and *|MERGE|* tags"
Create a field exactly as shown below with "BIRTHDAY" in both fields, then press Save Changes.
Follow MailChimp's instructions to create an automated email based on the Birthday value
Any new customers who meet the conditions above will have their birthdays synced to MailChimp, and then receive a special birthday message from you!