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All collectionsWorkflowsHow to Set Birthday Reminder

How to Set Birthday Reminder

This operation initiates on a customer's birthday, setting off a pre-existing birthday reminder for either a customer or a team member.

1. Select "Marketing"

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2. Select "Workflows"

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3. Click "Create Workflow"

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4. Select "Birthday Template"

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5. Select "Birthday Reminder"

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6. Click "Add filters"

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7. Select "After no. of days"

With this filter, you can send a "celebrate a birthday" message after their actual birthday, simply input the desired number of days you want the reminder to be set after the birthdate.

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8. Select "Before no. of days"

By opting for the "Before No. of Days" filter, you can set a notification to be sent a specific number of days prior to the birthday.

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9. Select "Day is"

Upon selecting this filter, you can opt to receive a reminder precisely on the birth date.

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10. Select "Month is"

By selecting this filter, you can opt to send monthly birthday SMS to customers or team members. Simply choose the birth month and send a bulk message to all individuals celebrating their birthdays in that specific month.

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