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How to Create and Use Birthday Alerts

Overview

Birthday alerts allow you to send a personalized message, Bot, or Drip campaign to your contacts on their birthday, and let them know you're thinking of them!

To learn how to collect your contact's birthdays, go here


 


Create a Birthday Alert

  • Click the black arrow at the top right of the screen to show a drop down menu
  • Click Settings
  • Under Messaging, select Alerts
  • Click Set Up Birthday Message
  • Choose with message type you want (Send Message, Run Bot, or Run Drip Campaign) and type the message or select the Bot/Drip
  • Select the Service
  • Double check that the "Disable birthday message" is not checked.
  • Click Save
  • Set a delivery window for your birthday message to send so no one gets a text in the middle of the night!
  • Use Shout Nouns in your birthday message to make it really personal for you customers.
  • See upcoming birthdays for the week below the Birthday Message section.
  • If you no longer want to send Birthday Messages click "Set up Birthday Message",  check the "Disable birthday message" checkbox, and click "Save"

 


Edit a Birthday Alert 

  • Click the black arrow at the top right of the screen to show a drop down menu
  • Click Settings
  • Under Messaging, select Alerts
  • Click Update Birthday Message
  • Make desired changes
  • Click Save

Manually Send a Birthday Alert

  • Click the black arrow at the top right of the screen to show a drop down menu
  • Click Settings
  • Under Messaging, select Alerts
  • Click Manually Send Birthday Message

 

  • Select contact(s)
  • Click Message Contacts
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