Collecting birthday and anniversary dates from your contacts

Tips for collecting birthday or anniversary dates from your contacts to use with birthday and anniversary Automated Communications or with our contact segmentation tools

Before you can begin sending birthday and anniversary Automated Communications to your contacts, or segmenting your list based on birthdays or anniversaries, you need to know what dates those events fall on. The best way to gather that information from your contacts is when they first sign-up for your list, but you can always ask for it later too.

Ask new contacts for birthday or anniversary date when they sign up through a:

• Website sign-up form
• Lead Generation Landing Page
• ListBuilder sign-up form

Collect birthday or anniversary dates from existing contacts through your:

• Update Profile Form

The data shows: Long sign-up forms with lots of required fields can scare people away from signing up. Keep your form to the essentials for a better completion rate.

Website sign-up form

Website sign-up forms are added to your existing website to collect new sign-ups. By making information like “Birthday” or "Anniversary" a required field, any contacts must provide these details in order to join your list. The result is a fully fleshed-out profile of your contacts.

• Create an inline contact sign-up form to embed on a website
• Create a pop-up contact sign-up form for your website
• Create a sign-up banner for your website
• Create a flyout contact sign-up form for your website
  
  
   

Lead Generation Landing Page

A Lead Generation Landing Page is a standalone webpage designed only to collect new sign-ups. The contact fields on your form are customizable and you can even make those fields required to ensure you get all the contact details you need from new subscribers.

• Create a sign-up form to collect new contacts through a Lead Generation Landing Page
  
  
   

ListBuilder sign-up form

Want to collect sign-ups in-store next to your register? All you need is a tablet. The ListBuilder app is a great list-growth tool that works just like a regular sign-up form. You customize the look of the form, choose what data to collect, and leave it at checkout. Your customers will do the rest.

• ListBuilder for Constant Contact
  
  
   

 Update Profile Form

Your Update Profile Form is found in the footer of each email you send. If an existing contact clicks the link in your footer, they can fill out the form and provide extra details that may not have been on your original sign-up form when they joined your list.

• Let contacts update their information and list preferences with the Update Profile Form
  
  
   

If you don't want to rely on your contacts noticing the link in your footer on their own, you can create an email that calls attention to it and send it to all the contacts who don't have birthday or anniversary dates on file yet.

Save time: Already have date information that you just need to bring into your account? You can export all of your contacts, add the birthday or anniversary information, and then import the updated spreadsheet. Your contacts are automatically updated with the new information and everything else stays just the same. Learn more.

Questions?