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 filter options, select has a birthday in and choose the month you want to send a message for.
4
Click review clients to see how many clients your message will send to.
5
Compose your message, and when you're happy click review campaign 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.