Automatic Birthday Greeting Notification
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Creating birthday greetings for your customers manually is often inconvenient and time-consuming.
The solution to this problem is an automatic birthday greeting notification.
The service will automatically send a message on the client’s birthday or a few days before it. If you have the bonus program connected in your profile, the gift can be given as bonus points: notification will be created and sent to the customer.
⚠️NB! The greeting will only be sent to customers who have a birth date specified in their profile.
1️⃣ To set up birthday notifications, go to “Settings” → “Notifications” → “Types of Notifications.”
2️⃣ Enable the “Birthday Greeting” notification.
3️⃣ If desired, you can change the basic settings of the greeting. Choose the date and time to send the greeting.
4️⃣ You can also modify the message template.
Choose the sending channel and create a new greeting text if necessary. Below you can see the message the customer will receive.
For convenience, the service offers variables that help you create a custom template. Copy the variable and paste it into the message template.
Save your changes.
5️⃣ If you have the bonus program enabled, you can set up a message “with bonus accrual.”
NB: when sending greetings with bonuses, the send time depends on the bonus program settings.
You can also modify the message template with bonuses.
💡 The “Bonus Program” feature is available in PRO and VIP plan.