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Use our range of help guides to learn everything you need to hit the ground running!

How do I send a Birthday message to a Customer?

To send a Birthday message to a Customer, choose Customers > Birthdays

Select the checkbox next to the Customers' name

Birthday email

To send a Birthday email, click Send Email

You will be taken to the Mass Email screen, pre-filled with the Birthday email template.

Make any required adjustments and click Save

Your Birthday Email template can be modified by choosing Notifications > Email Settings

Birthday SMS

To send a Birthday SMS, click Send SMS

Enter the body of the message and click Calculate and Send

Please note: The customer must have a valid phone number on file in order to receive an SMS

For more information about mass SMS and Email, see [Marketing]

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