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Setting Up Your Milestone Campaign: Tiered Anniversaries

Celebrate work anniversaries with automated, personalized gifts based on years of service.

Tiered anniversary campaigns let you recognize employees at key milestones—like 1, 3, 5, or 10 years—with automated gifting that adapts by tenure. Once set up, gifts are sent on the exact anniversary date using your selected budget tiers.

This article explains how to create a tiered anniversary campaign that automatically sends the right gift to each employee based on their years of service.

🛠️ How to set up a tiered anniversary campaign

1. Choose the gift for your first tier.

2. After selecting your gift, choose "Automated Milestones" as your subscription type and select "Anniversary."

3. You will then be asked whether you want your gifts to be based on employee tenure—select "yes."

4. Now comes the enjoyable part—selecting your gifts and determining which years they correspond to! Keep in mind the following:

- Each tier is organized by Anniversary Year.

- You can opt to provide gifts for one specific year by selecting "only," or for multiple years by selecting "through."

5. After finalizing your choices for the first tier, click "add tier."

6. Next, specify the year or years you want to acknowledge and select your next gift.

7. Continue this process as many times as you wish until you have completed your selections.

8. Finally, click "continue."

9. You will then be prompted to add your recipients. There are several ways to do this:

- Choose "Add New Contact" to manually input individual details. For guidance on this process, refer to our article titled "How to Create a New Contact."

- Select recipients from your existing contacts by checking the box next to their names.

- Create a new roster by entering the information for all individuals associated with the campaign. For assistance, please see our article on "Adding Multiple Contacts."

10. After adding your recipients, the system checks for missing anniversary dates. If any recipients are missing a date, you will be prompted to resolve this before continuing. If all dates are valid, you can proceed to the next step.

11. Enter your personalized anniversary gift message.

12. Apply your custom branding to personalize the recipient experience with your company's logo and colors.

13. Choose your campaign's start date.

For milestone campaigns, there are two options for setting the "start date":

- **Immediate Start**: Your subscription will activate today, but recipients will receive their anniversary emails based on the campaign's start date, which is today.

- **Future Start Date**: You can choose a specific date for the campaign to begin, allowing emails to be sent at the designated time.

We recommend setting the start date to the day after you create the campaign. For example, if you set up the campaign on August 1st, choose August 2nd at 9:00 AM as the start date. This ensures anniversary notifications are sent at the beginning of each recipient's milestone day.

14. After entering your payment information, click on "Place Order" to finalize your campaign setup and get it ready for launch!

🎯 How the campaign works

Once live, the system will:

  • Calculate each recipient’s upcoming work anniversary
  • Identify the correct tier based on years of service
  • Automatically send the assigned gift
  • Track each order in the Orders tab
  • Capture recipient sentiment in the Gratitude tab

📏 How to manage tiers

  • You can define any number of tiers (1, 2, 3, 5, 7, 10+ years)
  • Each tier can have a unique gift collection
  • You can edit or add new tiers at any time

🔍 Monitoring and editing your campaign

You can:

  • View performance in the Orders tab (filter by “Anniversary Campaign”)
  • Pause or edit your campaign at any time
  • Upload new recipients or update start dates without disrupting the campaignFrequently Asked Questions What happens if a recipient's anniversary date falls before the campaign start date? Recipients whose anniversary date has already passed for the current year will receive their gift on their next anniversary date in the following year. Can I change the gift assigned to a tier after the campaign is live? Yes. You can edit any tier's gift at any time from the campaign management page. Changes apply to future sends only and do not affect gifts that have already been processed.