TR

Loyalty & Relationship

Birthday & Milestone

Birthday or milestone reached → eligibility check → acknowledge or exit

Recognise a defined birthday or customer milestone with one relevant message.

  • Progression & Milestone
  • Email

4 steps · 1 decision · 1 exit

Open the canvas

Flow structure

  • 4 steps
  • 1 decision
  • 1 exit

Core rule

Milestone communication should be tied to a real, defined event.

Trigger

A defined birthday or customer milestone occurs.

Segment / Eligibility

  • Contactable customers with a verified milestone date.

Journey KPIs

  • Milestone-message engagement rate