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How to Setup a Birthday SMS
How to Setup a Birthday SMS
Candice Sandler avatar
Written by Candice Sandler
Updated over a week ago
  • Click on Self Service

  • Click on Marketing SMS

  • Click on Birthday

  • Click on Create Birthday SMS

  • From here give your SMS a name.

  • Add your scheduling start date, and time of SMS.

  • Add your SMS message

Birthday SMS examples:

OPTION 1

Management and Staff from (Store Name) would like to wish you a Happy Birthday, hope you have a special day.

OPTION 2

Happy Birthday from all of us at (Store Name).

Come and swipe your loyalty card and get a FREE cappuccino.

OPTION 3

Birthday SMS's are automated and need only be set up once. A cardholder will only qualify for the SMS if they have been active for the past 90 days.

  • Choose your Selection Criteria / Activity Period if applicable and schedule SMS on the day of the customer's birthday or however many days before.

  • You can also choose to add a CashBack reward amount.

  • Once happy click next.

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