Today's birthdays on the Easy Auth hotspot

EffortNo-codeChannelWhatsApp + EmailPlanLite (paid)

Anyone who entered their date of birth on Padaria Aurora's Wi-Fi gets birthday wishes on the right day, with a dessert on the house, with no spreadsheet and without anyone on the team having to remember.

#What you'll get

• Each visitor's date of birth in BIP, straight from EasySpot, with no copying and pasting.
• Automatic birthday wishes every day at 9 a.m. for everyone with a birthday, including visitors who show up tomorrow.
• One message a year for each person: never forgotten, never repeated.
• A reason for visitors to come back during their birthday week, with dessert on the house.
• A small draw on your balance each day: each run counts only that day's birthdays.

#How it works

1. 1The visitor enters their date of birth in EasySpot
2. 2BIP stores the date in a Date field on the contact
3. 3Every day at 9 a.m., the campaign wishes that day's birthdays a happy birthday

When you connect Easy Auth to BIP, each EasySpot field you check becomes a custom field. Birthdate becomes a field of type Date, and on every connection the Easy Auth webhook carries the date to the contact.

From then on, the recipe has two parts:

• The Today's birthdays segment, with the date Equals today and Birthdate mode, which compares only the day and month. BIP recalculates the segment on every run, so each day it brings in the right people, including anyone who connected for the first time yesterday.
• The Recurring campaign, Daily at 09:00, with Allow Lead Re-entry on. Without re-entry, each visitor gets the campaign once in a lifetime, and the following year there's no birthday message.

Each campaign uses one channel. Here, the main path is WhatsApp; the email is ready in Ready to copy.

On BIP Lite, each run reserves the segment's count at that moment from the month's balance. Since the segment holds only that day's birthdays, each run uses very little. If the balance doesn't cover everyone, that day's run doesn't go out: nobody receives part of the campaign.

#Step by step

#1. Ask for the date of birth in EasySpot

1. In the Easy Auth Dashboard, open EasySpot and the Fields section.
2. Click Add Field and choose Birthdate.
3. Fill in the Name, the label the visitor sees, in each language. For example, Date of birth.
4. Click Save.

The visitor enters the date in dd/mm/yyyy format, and EasySpot checks that it's valid.

app.easyauth.net

Screenshot coming soon

#2. Connect Easy Auth to BIP with the date checked

1. At the bottom of the Easy Auth Dashboard sidebar, click bip.marketing and follow the guide Connect Easy Auth to BIP.
2. On the authorization screen, check the Timezone: for Brasília, America/Sao_Paulo (-03:00). It's what defines "today" in the segment.
3. In the field list, leave the date of birth checked. Next to it you'll see DATE: BIP will create a field of type Date. If you like, rename it to Date of birth.
4. Click Authorize & Create Account.

The connection creates in BIP the fields EasySpot has at that moment. That's why you turn on the date of birth in EasySpot before connecting. Already connected without it? See the Frequently asked questions.

dash.bip.marketing/easyauth-authorize

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#3. Check the date on your contacts

1. In Settings → General, go to Fields: the Date of birth field shows up with type Date.
2. In Leads, sort by Updated (Newest) and click a visitor who filled in the date, such as Marina Alves.
3. In Fields, check the Date of birth.

dash.bip.marketing/easyauth-…/leads

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#4. Build the segment of today's birthdays

1. In Segments, click New Segment. In Settings, set the Name to Today's birthdays · Wi-Fi and click Save.
2. Click 0 filter(s) selected to open the Filter Editor. Click Add Criteria → Field and choose Date of birth.
3. In Operator, choose Equals.
4. Click Value. In Date Mode, switch on Relative. Leave Relative Time at 0 Days and switch on Birthdate. GMT Offset already comes with the account's time zone: for Brasília, -03:00. Value now shows Today.
5. Click Close, check N matches of T and click Save.

On a day with no birthdays, the count is 0, and the rule is still correct. If your EasySpot uses email as the key and the phone is optional, add the criterion Phone → Starts with → +55, with All (AND): this way, WhatsApp goes only to people with a Brazilian number.

dash.bip.marketing/easyauth-…/segments/…

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#5. Create the WhatsApp template

1. In WhatsApp, open the Templates tab and click Create template.
2. In Identity, fill in Name (lowercase) aurora_aniversario_wifi_en, Category Marketing and Language English (US).
3. In Header, choose Text and paste the header. In Body, paste the text and fill in the {{1}} sample with Marina. In Footer, paste the footer.
4. In Buttons, add a URL See the menu, with your menu's address.
5. Click Save Template and wait for the Approved status.

The coupon is fixed text in the body: the same for everyone, with no extra field. The full text is in Ready to copy.

dash.bip.marketing/easyauth-…/whatsapp/templates/create

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#6. Create the recurring campaign

1. In Campaigns, click New Campaign.
2. In Campaign Details, fill in the Campaign Name, choose the 🎂 emoji and write the Description.
3. In Schedule Type, choose Recurring. The tab opens on Daily, at 09:00.
4. Check the Time and choose the Timezone: for Brasília, BRT (Sao Paulo) (-03:00). Below, BIP spells out the schedule: Every day at 09:00.

dash.bip.marketing/easyauth-…/campaigns/…

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#7. Turn on re-entry: it's what guarantees next year

This is the step people forget most. With Allow Lead Re-entry off, the default, each contact receives the campaign only once, forever. The visitor gets the birthday message this year and, on their next birthday, BIP holds the message back.

1. In Lead Re-entry Window, switch on Allow Lead Re-entry.
2. In Cooldown Period (Days), type 300.

With 300 days, nobody receives it twice in the same year, and next year's message, 365 days later, goes through with room to spare. Use a value well below 365: with the exact number, a difference of a few minutes in the send time can hold back next year's birthday message.

dash.bip.marketing/easyauth-…/campaigns/…

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#8. Choose the channel, the template and the segment

1. In Channel, click WhatsApp.
2. In Template, choose aurora_aniversario_wifi_en. In Phone Number, leave Use account default phone number or choose another number.
3. In Variable mappings, click Add variable mapping. In Variable, choose Body · {{1}}; in Lead field, choose first name.
4. In Segments, switch on Today's birthdays · Wi-Fi.

dash.bip.marketing/easyauth-…/campaigns/…

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#9. Test and activate

1. Click Save → Save Draft.
2. Click Test Campaign, type the phone or email of one of your contacts in BIP, ideally yourself after going through EasySpot, and click Send Test. The test doesn't use any sends.
3. Click Save → Save and Activate and confirm with Activate Recurring Campaign.

The campaign becomes Active and runs every day at 09:00, with the visitors who have arrived by then.

dash.bip.marketing/easyauth-…/campaigns/…

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#Ready to copy

#Segment

Name: Today's birthdays · Wi-Fi.

If the phone is optional in your EasySpot, add with All (AND):

#Campaign

Wi-Fi birthday · WhatsApp
Birthday wishes with dessert for Wi-Fi visitors whose birthday is today. Recurring, daily at 09:00; each person gets it once a year.

#WhatsApp

Fixed URL button: https://www.exemplo.com.br/cardapio.

#Email

In Emails Templates, click New Template. In Settings, set the Name to Wi-Fi birthday · Padaria Aurora, choose English as the Language and paste the Subject and the Preview. Use the Add Image (a house dessert), Add Heading, Add Text and Add Button blocks.

Wherever you see [@first name], type @first, choose lead.firstName() and use friend as the Fallback Value.

[@first name], dessert is on us today 🎂

Happy birthday! Stop by Padaria Aurora in the next 7 days and pick a sweet treat on us.

Happy birthday, [@first name]!

Thanks for stopping by Padaria Aurora and using our Wi-Fi. Today is all about you, and we want to celebrate with you: for the next 7 days, dessert is on us.

Show this email at the register or mention the coupon BDAYWIFI. One dessert per person, in store.

See the menu

#How to measure

• Before sending: open the segment. The N matches of T count shows how many visitors have a birthday today.
• After the runs: in Campaign Stats, Processed (N runs) adds up every day. Track Sent, Delivered and Read Rate.
• Re-entry: in Recipient Interactions, filter by Rejected. The reason Lead has already received this campaign means re-entry is off.
• Who came back: each new Wi-Fi connection updates the contact. In Leads, sorted by Updated (Newest), anyone who came in for the dessert and connected shows up at the top.
• At the register: count the BDAYWIFI coupons each week.

#Variations

#Email or WhatsApp

To send by email, EasySpot needs to ask for the email, as the key or as a field. Create the template from Ready to copy and, in step 8, choose Email in Channel and pick the Email Template. Email works on any plan, including the free one. To use both channels, click Duplicate in the campaign list and, in the copy, switch the Channel to Email and choose the Email Template. The copy keeps the schedule and the re-entry settings. Anyone with both email and phone gets it on both channels.

#Only people who live in the area

If EasySpot also asks for the City and it was checked when you connected, BIP has a field of type Location. Add Field → City (Geo) → In radius to the segment, with Curitiba and 30 km, and combine them with All (AND). Location is always by city: the radius selects the cities whose center falls inside the circle.

#One year since the first visit

Creation Date marks the first Wi-Fi connection. It doesn't have Birthdate mode, but a relative criterion finds people who made their first visit exactly one year ago: Creation Date → Equals → Relative -1 Years. Use it in a Recurring Daily campaign, like the birthday one. For contacts that came in through an import, Creation Date is the import date.

#A different coupon for each person

Fixed text is the simplest path. For one code per person, create a field of type String, such as Coupon, fill it in through an import and replace the code in the template with a variable mapped to "Coupon" field value. See WhatsApp templates.

#Frequently asked questions

#I already connected Easy Auth without the date of birth. Now what?

The connection creates in BIP the fields EasySpot had at authorization time, and the connection's webhook sends those fields. Clicking bip.marketing again doesn't create fields: BIP shows Namespace already exists. To bring in the dates:

1. Turn on Birthdate in EasySpot.
2. In BIP, create the Date of birth field, of type Date, in Settings → General → Fields.
3. In Easy Auth, go to Statistics → Users tab, choose All Data in Report, click Download and choose Csv or Excel.
4. In BIP, import the file in Leads → Import Leads. Link the name, phone and email columns to the standard fields and the date column to the Date of birth field. The date must be in dd/mm/yyyy or yyyy-mm-dd format.

Anyone already in BIP is updated by phone or email, not duplicated. Repeat the import from time to time to bring in the dates of new visitors. See Import contacts.

#Does someone who connects for the first time on their birthday get the message?

Yes, if they arrive before the campaign's time. The campaign goes out once a day, at 09:00, to whoever is in the segment at that moment. Anyone who connects for the first time after that, on their birthday, gets the birthday message the following year.

#Why didn't the visitor get a message on their next birthday?

The Lead Re-entry Window was off. When it's off, each contact receives the campaign only once, forever. Click Pause Campaign to Edit, switch on Allow Lead Re-entry with a Cooldown Period (Days) of 300 and activate it again.

#How many sends does the campaign use?

On each run, the campaign reserves the segment's count at that moment from the month's balance: that day's birthdays. If the balance doesn't cover everyone, that day's run doesn't go out and nobody receives it. The account created through Easy Auth starts on BIP Lite with 1,000 free sends per month; WhatsApp comes with the paid plan. See Plans and limits.

#See also

• Connect Easy Auth to BIP and receive your Wi-Fi visitors
• Birthday treat: dessert on the house
• Segments: the 10 criteria to filter contacts
• Campaigns: one-time, recurring and API-triggered
• WhatsApp templates: create, sync and use
• EasySpot on the Easy Auth Wiki
• Birthdays on the BIP website