On their birthday, customers will receive special wishes. Take this opportunity to invite them for another visit and promote your services!


What are the benefits?


With this campaign, you will easily win your customers' love: everyone likes getting birthday wishes! Especially when they're followed by gifts. Customers presented with discounts or other special offers will feel special and motivated to use your services.


In order to enable automatic birthday wishes:


  1. Sign in as an administrator
  2. Click settings in the left sidebar
  3. Click the automatic messages button
  4. Click Birthday wishes in the menu on the left:


  5. Click edit on the right:

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  6. Click the message type and select your preferred option:

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    • Prefer SMS text - If the customer record includes a valid phone number, an SMS text message will be sent. Otherwise an email will be sent. 
    • Prefer email - If the customer record includes a valid email address, an email will be sent. Otherwise an SMS text message will be sent. 
    • SMS text - Only SMS texts will be sent. 
    • Email - Only emails will be sent. 
    • SMS and email - SMS texts and emails will be sent.
  7. Take a look at the message. You can edit it or create a new message
  8. Click the campaign status drop-down menu and select Campaign active:

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  9. Click save changes.