In order to send your clients a promo code for their birthday you will need to have their date of birth saved to their client information:
Click on the Clients tab
Select client
Click Edit client
Enter their date of birth
Click Confirm and Save
To create a promotional birthday email:
Go to Menu >> Marketing tools
Click Automated emails
Click + Create automated email
Choose Upcoming birthday template
Set how many days before the clients birthday the email should send
Set which time of day the email should send
Edit content
You can add blocks to include title, text, button, image, promo code and horizontal line. We recommend sending a test email to yourself so you can check for any mistake before sending your email
Enable automation
Click Save
Note: Automated SMS can be set up to serve the same purpose. Simply head to Menu >> Marketing tools >> Automated SMS
For each email sent you will be charged 1p. You will be charged for each email via Stripe. An invoice for your usage each week will be created on Sunday. To view a breakdown of your SMS & Email costs, visit 'Message invoices' in the Payments section of your app.