Birthday automation
How birthday campaigns work.
Birthday automation lets you send birthday-related messages when customer birthday data is available.
Steps
- Open Engage → Birthdays. The first time, choose Set it up.
- Write the Notification customers see on their lock screen, the Card header and the Text on card.
- Choose how long the offer is good for: 1 week, 2 weeks or 1 month.
- If you also want to send an email, tick Also send an email.
- Choose Save & activate.
- See who got their birthday wishes under Who we celebrated on the Birthdays page.
Birthday automation is part of the Business plan and the free trial. On Free and Pro you can set it up and see how it looks; the page shows whether turning it on needs the Business plan.
Notes
Birthday wishes arrive on the customer’s loyalty card in Apple Wallet or Google Wallet, with a notification. The email goes only to customers who agreed to receive marketing email from you.
Birthday automation can only work for customers whose birthday information is available. If a customer has no birthday data, they will not receive a birthday message.
More in Campaigns and automations
Didn't find your answer?
Write to us in the chat in your Dashboard or the FaveCard app, or send us an e-mail.