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Wishing your client a happy birthday is a great opportunity to send special offers, discounts, or simply a chance to further relationships. In this article you will learn the two ways you can send birthday messages in Timely.
How to send bulk birthday messages to your clients
1 You can send bulk SMS birthday messages to your clients using our SMS campaigns feature.
2 To get started, head to messages SMS campaigns, and click new SMS campaign.
3 From the client details filters, select has a birthday in and choose the month you would like to send a message for.
4 Click review clients to review your recipient list. You can remove any specific clients you do not want to include, and the recipient count will update automatically as you make changes.
5 Compose your message, then click review campaign to review your message and any charges before clicking send campaign.
Timely tip: we recommend sending these on the first day of the month, or towards the end of the month for clients who have a birthday next month.
How to send individual birthday messages
1 When it is a customer's birthday, we will show you a notification in the coming up section of your Timely dashboard.
2 You can then send your client a message by clicking the contact button and choosing the send an SMS or send an email option.
How to send automated birthday messages
- If you'd like to send your client a birthday greeting or offer around their birthday, then you can use our integration with MailChimp to automate messages.
- We send the their date of birth to MailChimp, and an automation campaign can be created. All you need to do is manually sync clients to MailChimp.
- For more information, see MailChimps help guide Getting Started with Automation.