A lifestyle retail brand leveraged MailerRocket’s automated birthday and anniversary email campaigns to increase customer engagement, nurture loyalty, and boost repeat purchase rates.
Challenge
The client aimed to maintain consistent personal engagement with customers by sending timely and relevant birthday or anniversary offers. Manual campaigns were time-consuming, error-prone, and lacked personalization.
Solution with MailerRocket
- Set up fully automated birthday and anniversary email workflows personalized with customer names and special offers
- Scheduled triggers activated based on customer data (birthdate or signup anniversary) stored in MailerRocket
- Optimized subject lines and content using AI-powered tools to maximize open and click rates
- Performance tracked on dynamic dashboards showing real-time engagement and retention metrics
Results (Jan to Jun)
| Metric | Jan | Feb | Mar | Apr | May | Jun |
|---|---|---|---|---|---|---|
| Emails Sent | 800 | 900 | 1000 | 1100 | 1200 | 1300 |
| Open Rate (%) | 45 | 48 | 50 | 52 | 55 | 57 |
| Click-Through Rate (%) | 15 | 17 | 19 | 21 | 22 | 24 |
| Customer Retention Rate (%) | 70 | 72 | 74 | 76 | 78 | 80 |
Insights
- Automated emails increased timely relevant engagement and reduced manual effort by the marketing team.
- Open rates grew steadily, indicating rising customer anticipation and interest in personalized messages.
- Click-through rates improved, driven by relevant offers and engaging content.
- Customer retention climbed 10 percentage points, reflecting improved loyalty and repeat purchase behavior.

Automated Birthday & Anniversary Email campaigns case study showing emails sent, open rate, click-through rate, and retention rate over six months
Conclusion
MailerRocket’s automated birthday and anniversary campaigns enabled the client to build stronger emotional connections with customers, drive sustained engagement, and ultimately increase retention and lifetime value—all with minimal manual intervention and powerful automation tools.
