Birthday Marketing System


ManyChat Template
Lead Dashboard

You'll use this one sheet for all the bots. Remember - use a separate sheet for each client!

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  • Integromat Scenario (right click, Save As)
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    Remember - use a separate scenario & webhook for each client!

    Bot Overview

    The Elevator Pitch
    The Birthday Bot is an evergreen system for getting a fast revenue injection into any retail business, especially restaurants. By leveraging Facebook ads targeted to people having an upcoming birthday and the automated Messenger flow that delivers a good offer, you can drive people to the client in record time.

    For restaurants, people having a birthday typically spend more and bring 4 or more guests with them, providing higher, trackable revenue short term. Long term, you're producing repeat customers and also capturing email and phone numbers as an additional long term asset that can be monetized over and over for years to come.

    The Benefits

    • Fully automated, evergreen campaign drives customers week after week
    • Increases customer retention
    • More control on driving revenue
    • Ability to reach customers by building a list (messenger, email and SMS)
    • Reduces advertising costs
    • Generate more repeat business
    • Optional, personalized images and coupons to increase conversion
    • Trackable coupons that record redemption amounts
    • Fully automated reminder system to drive more traffic

    Template Info

    Once you've installed the ManyChat template, your bot will have a set of Custom User Fields, Bot Fields, Template Fields, and Tags. Custom Fields are values unique to each user in the bot, and Bot Fields are global - they're what power the template with dynamic info. Template Fields are encapsulated in the template so they don't overwrite what's in your bot already. Tags help us manage logic and flow. Here's the complete list:

    Custom Fields:

    • email
    • phone
    • birthday
    • bday_readable
    • bday_exp_date
    • bday_hard_exp_date
    • bday_redeem_amount
    • bday_redeem_date
    • bday_reg_date

    Bot Fields:

    • business_address
    • business_call_button
    • business_name
    • business_phone
    • business_email
    • business_website
    • total_redeem_amount

    Template Fields:

    • bday _coupon_image
    • bday_demo_image
    • bday_image
    • bday_get_birthday
    • bday_offer
    • bday_post_url


    • bday_demo
    • bday_registered
    • bday_redeemed

    Creating Your Birthday Ad

    Create a new ad in your Business Manager and choose the Messages Objective

    Ad Targeting
    For targeting, you can usually just use a radius around the business, say 5 miles, but you may need to tweak your geotargeting based on the business (multiple zip codes, or pins).

    As far as the audience, target people in the area that have an upcoming birthday:

    You'll likely have an audience of thousands. While this is a small audience, it's OK, because this audience is evergreen due to the fact that there's always a fresh batch of people are having a birthday.

    Ad Placement
    Create your audience targeting, and then edit your placements. Unless you want to blow a lot of ad spend, select only Feeds (I also ignore desktop and target only mobile). You can try Instagram too, depending on your niche.

    The Ad Copy:
    🎉 Having a Birthday This Week? 🎉

    Your [OFFER] is on the house! To claim your FREE [OFFER] during the week of your birthday...

    Click "Send Message" below and we'll send your coupon immediately, right in Messenger

    * Valid Any Day This Week Only *

    Ad Headline: FREE Birthday [OFFER] at [BUSINESS NAME]

    Ad Newsfeed Description: This Week only, FREE Birthday [OFFER] from [BUSINESS NAME]!

    Sample Ad Graphic:

    Ad images should be 1200x628, 909x476, 1000x1000 in size. You can also use an animated GiF or short video.

    Messenger Setup
    In the Messenger Setup pane, select “Custom” and then click Create Message.

    In the Create a Custom Template pane that pops up, uses the settings you see below:

    The text should read something like:

    Hi {{first name}}, happy birthday! Just tap the button below or type “FREE Gift” to get your [BIRTHDAY OFFER]

    Be sure to check the keywords in the bot. The text of the Quick Reply or what you tell the user to type must match a keyword in the bot in order to trigger the birthday flow.

    There are already keywords added, but just to be sure, click the Preview in Messenger button to make sure it works! Once you know it works, click the Finish button to save this template.

    Your ad is complete! Click the Confirm button, and you’re ready for traffic!