Overview
The birthday congratulations automation sends a push notification to customers around their birthday. Many businesses use this to offer bonus points, discounts, or special invitations — encouraging customers to celebrate at their location. This requires the birthday field to be included in your card enrolment form.
How to set up birthday congratulations
Click Mailings in the left-hand menu, then click the Push Automation tab.
Select the card template from the Card dropdown.
On the Birthday Congratulations tile, enter your message in the Message field (e.g., "Happy Birthday! 🎂 Come celebrate with us and enjoy a special treat").
Set the timing using the Congratulation will be sent field — this is the number of days before the customer's birthday when the message is sent. Set to 0 to send on the birthday itself.
The cards this applies to are listed in the Apply to Cards field.
Click Save.
Tip: Use emojis (like 🎂 or 🎁) to increase open rates — they work as eye-catchers in push notifications.
Choosing when to send
The timing depends on what you want to achieve:
0 days (on the birthday) — A simple "Happy Birthday" greeting. Great for building goodwill
1 day before — Offer a discount or bonus and invite the customer to visit on their birthday
2–3 days before — Invite the customer to celebrate their birthday at your business with a party offer or special deal. This is popular with cafes, restaurants, and event venues
Tip: Sending 2–3 days early gives the customer time to plan a visit. For example: "Your birthday is in 3 days! 🎉 Bring your friends and enjoy 30% off your table."
Tracking delivery
You can see which customers received the birthday message in two places:
Cards section — View delivery statistics per card template under the Send Push history
Customer profile — Open an individual customer's profile to see the messages they've received
FAQs
Do I need to collect date of birth on the card enrolment form?
Yes. Birthday congratulations only work if the birthday field is included in your card issuing form. If the field isn't present, the automation has no birthday data to work with.
Can I offer a discount or bonus in the birthday message?
The message itself is just text — it doesn't automatically apply a discount or add points. However, you can describe the offer in the message (e.g., "Show this notification for 20% off") and apply it manually when the customer visits. You can also configure birthday stamps or birthday points in your card settings to credit rewards automatically on the customer's birthday.
Can I set different birthday messages for different cards?
Yes. Each card template has its own birthday congratulations configuration. Select the card from the dropdown and enter a unique message for each one.
What if a customer didn't provide their date of birth?
They won't receive the birthday notification. You can identify customers with missing birthdays using the Health filter group in the Customers section (filter: "Empty birthday") and follow up to collect the information.