Retention 02: Happy Name Day

Key Metric: Name day shoppers
Average Result: 16% of customers use their name day reward


Metric Detail: The percentage of customers that are targeted with this workflow and shop within 14 days of receiving the name-day reward. On average, 16% of targeted customers redeem their reward.

Workflow Detail: Are you operating in a country that celebrates name days? Don't restrict your communication to birthdays, but also send a thoughtful message to customers on their name day.

Workflow Preview:


See the details of this workflow in CareCloud Platform Demo here or ask for your access details.

Step by Step Description

Below is a description of each node and also its setup when an explanation is necessary.


The workflow is triggered daily at 13:15 with a “Loop” node.


Assigning a Name Day Voucher

Firstly, add a “Condition” node and select the customer matching attribute “Nameday” to be equal to the current day.


Add an “Assign Voucher” node with the custom voucher template in the positive branch.



Add a “Condition“ node with the customer property attribute. Select “Email” and the option “Is set.”


Add a “Send Email” node with the custom email template in the positive branch.

In this case, the negative branch follows the same pattern as the email option, only with SMS message nodes and templates.



If they have not bought yet, this step reminds the customers of their vouchers.


Add a “Wait” node set to 5 days. You can adjust the time according to your product/service specifications.


Then add a “Condition“ node with event type condition. In the drop-down menu, select “Applying a voucher” and add the attribute to select either any voucher type or put the specific voucher. Set the Period type to “Relatively” and set it for the last 6 days.


In the negative branch, add “Send Email“ node with a custom template informing of the voucher’s expiration date.

Similarly to email, add a condition of whether the customer has a phone number.


In this last step, add a “Send SMS” node with the custom template of voucher expiration reminder.


Waiting periods

The waiting period here is recommended but feel free to assign it to your product/service specifics.

Vouchers and rewards

You need to create the voucher/reward beforehand by following these guides: Rewards/Vouchers

Not Using SMS?

You can delete the whole SMS branch by clicking on the delete icon in the Has Phone Number? node.


Choose the Delete with all next nodes option.



You need to create all the relevant templates beforehand following these guides: E-mail design and content and SMS content.

Email Personalization

There are vast personalization possibilities.

SMS Templates

SMS are short, therefore include a link to the full message - everyone uses the internet on their mobile phones.