Prerequisites
Before getting started, ensure you have:
Required Permissions:
Campaigns are available to users with the following permissions:
Marketing
Marketing Analyst
Operator
Owner
Campaign Types
Normal Campaign
Use Normal campaigns to send a one-off message to your audience.
Best for:
Promotions
Announcements
Seasonal campaigns
Key feature:
Enable Intelligent Timing when scheduling, so AIQ can optimize delivery time per recipient.
Birthday Reward Campaigns
AIQ makes it easy to celebrate customers with automated birthday messages. Birthday campaigns can be set up in two ways depending on how much flexibility you need.
Option 1: Birthday Trigger (Recommended)
The Birthday Trigger automatically sends a campaign on each customer’s birthday.
How to Set It Up
In the campaign Recipients section
Set your Campaign Trigger = Birthday Reward
Key Benefits
Fully automated: Set it up once
Resends yearly: No need to rebuild each year
Simple targeting: Most retailers use All Loyalty Members
Best for:
A recurring “Happy Birthday” message delivered automatically every year
Option 2: Custom Birthday Audiences
If you want to send campaigns before or throughout a birthday month, use custom audience traits instead of the Birthday Trigger.
Actual Birthday
Trait:
Contact Trait → Is their birthday → True
Targets customers only on the exact day.
Example:
A one-day-only birthday reward
Birthday Month
Trait:
Contact Trait → Is their birthday month → True
Targets customers for their full birthday month.
Example:
A birthday-month discount valid for 30 days
Relative Birthday
Trait:
Contact Trait → Is their birthday (relative)
Options include:
In the next X–Y days
Example: Next 0–5 days for rolling birthday sendsBetween Start Date – End Date
Example: One campaign running only in June
⚠️ Important:
Birthday Month and Relative Birthday campaigns must be recreated each year
Setting a campaign to “Ongoing” will only send once per person, not annually
Random Lottery Campaign
Use Random Lottery to send a campaign to a random subset of your audience each day.
When selected, you can configure:
“Randomly select and send this campaign to __ audience members per day”
Best for:
Daily giveaways
Surprise-and-delight promotions
Controlled limited-volume offers
Post Purchase Survey or Review Campaign
Send campaigns to customers shortly after they make a purchase.
Timing:
Typically sent a few hours to a day after purchase
Depends on the POS integration
Best for:
Review requests
Customer satisfaction surveys
Feedback collection
⚠️ Warning:
If left running indefinitely, frequent buyers may receive repeated messages, which can increase unsubscribe rates.
Abandoned Cart Campaigns
When customers abandon their cart, they leave items behind without checking out. Roughly 70% of shoppers abandon carts before completing purchase.
AIQ Abandoned Cart Notifications help you:
Remind shoppers to complete checkout
Offer incentives or discounts
Recover lost revenue
Abandoned Cart Notifications work with AIQ E-commerce and many integrated e-commerce partners.
Abandoned Cart Triggers
To send Abandoned Cart campaigns, AIQ must receive abandoned cart data from your e-commerce provider.
Timing is controlled by your e-commerce platform and may vary.
AIQ supports two trigger types:
Simple Triggers
Simple triggers provide:
Notification that a cart was abandoned
Customer identifier only
Supported integrations:
Dutchie Ecom
Blaze Ecom (formerly Tymber)
Dynamic Triggers
Dynamic triggers provide:
Cart abandonment notification
Customer identifier
Product details left in the cart
Ability to recommend alternatives if items are out of stock
Requirements:
Dynamic Content requires AIQ Marketing Pro
Supported integrations:
AIQ Ecommerce via Cart API
I Heart Jane Ecom
Shopify
How to Create an Abandoned Cart Campaign
In Recipients, select Abandoned Cart as the campaign trigger
Continue to the Content step
Filter templates by “Abandon Cart”
Select a template or create your own
Click Product Feed to add dynamic cart items
In the modal, select:
User Abandoned Items
Note: This only appears if your ecommerce provider supports Dynamic Triggers
Continue to Review
Schedule will be automatically set to Ongoing
Launch your campaign
FAQ
Can I customize the abandoned cart timer (ex: 2 hours → 1 hour)?
Most cart abandonment windows are set by the e-commerce provider. Check with your platform directly.
How do I show abandoned products inside the email?
You must add Dynamic Content to the abandoned cart template.
This only works with e-commerce providers that support Dynamic Triggers.
Do Birthday Campaigns resend every year automatically?
Only if you use the Birthday Trigger. Custom Birthday Audiences must be recreated yearly.
Does Abandoned Cart always include products?
Only Dynamic Triggers include product-level details. Simple triggers do not.
Need Help?
If you need assistance, reach out to AIQ Support anytime via the chat widget within your AIQ Dashboard.


