Q: We would like to send our members a greeting on their birthday. Can I automate email and text message greetings for a member's birthday?
A: You can use Automated Emails and Automated Text Messaging for a member's birthday to automatically send members a greeting on their birthday. To automate these messages, a member's birthday must be in the Member Profile system field for "Birthday" (as shown below).
Note: If you have a custom field for a date of birth, this field will not be utilized to send the automated messages. The system field (as shown above) for Birthday must be populated with the date of birth for this feature to work.
You can find and edit the automated birthday messages by going to:
Email: Communication > Emails > Automated Emails
Text Message: Communication> Text Messages > Automated Text Messages.
Under the "General" section, you can find an automated notification for "Members Birthday" (as shown below).
You can enable this message by clicking the enable button (orange is on) and customize the message by clicking edit.
If you have members who do not want to receive this message but would like to continue to send it to other members, update the member-level customer notification settings. For more details on updating individual member-level notifications, Click Here.