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  5. How Do I Set Up a Date Collector for Birthdays, Anniversaries, or Kids’ birthdays?

How Do I Set Up a Date Collector for Birthdays, Anniversaries, or Kids’ birthdays?

FetchRev allows you to set up multiple Date Collector campaigns for your business, each of which can include fields for consumers to enter one or more dates.

To set up a date collector campaign.

  • Click Campaigns in the header
  • Click Create New
  • Click Date Collector from the list of campaign types, then click the Create Date Collector Campaign button.

As you configure your campaign, you can choose which dates to include in the form.  Typical use cases include:

  • Collect a consumer’s birthday and anniversary
  • Collect a consumer’s birthday and their kids’s birthday.

To select the dates to collect, click on Choose Fields and then select the fields you’d like to collect.   The first date in the form is considered the ‘primary’ and will be required in order for a consumer to fill out the form.

how-birthday-coll-1

Once you’ve completed the details of your collector form, click on Distribute to choose how the collector should be sent out.  The available channels will depend on your FetchRev subscription level.

Finally, click on Review to see the details of your campaign, and then Schedule Campaign to set a time for it to launch.

Once you’ve started collecting dates, you can configure a date offer to be sent out in advance of the date.

 

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