Birthday & anniversary tracking
Never miss a customer milestone.
Overview
Track customer birthdays and purchase anniversaries to send timely, personalized marketing — a powerful retention strategy for jewelry businesses.
What Katura tracks
- Birthday — send a birthday discount or gift card
- Purchase anniversary — "One year ago you purchased..." with care tips or complementary product suggestions
- Engagement anniversary — for engagement ring customers, the most meaningful touchpoint
Automated milestone emails
Set up milestone automations in Marketing → Automated Flows:
- Choose the milestone type (birthday, purchase anniversary)
- Set the trigger timing (e.g., 7 days before birthday)
- Design the email (include a discount code for incentive)
- Activate the flow
Tip
Engagement ring anniversary emails have some of the highest conversion rates in jewelry marketing. Suggest wedding bands, anniversary bands, or upgrade options.