Birthday Alerts

Modified on Tue, 27 Aug at 3:48 PM

The birthday alert system activates on a customer's special day, sending a personalized notification to help celebrate the occasion. This automated feature strengthens the bond with your customers, showing that you value them, which contributes to a positive relationship and enhances their overall experience with your brand.
Birthday Reminder

Custom Filters


Delay Trigger by Days
This filter enables you to schedule a reminder for a set number of days after an event, such as after a customer leaves a review. It’s also useful for sending birthday messages a certain number of days after the actual birthday. Just enter the desired delay in days to customize your reminders.
After Days Filter

Advance Notice by Days
With this option, you can configure the system to send a message a few days ahead of a customer’s or team member's birthday. Choose the number of days before the birthday to trigger the notification. For example, if the birthday is on August 3rd, you could set the alert to go off on August 2nd. You can then follow it up with a “Birthday SMS” on the actual birthday using the "Wait" action for a 24-hour delay.
Before Days Filter

Send Alerts Based on Specific Criteria


Exact Date Alert
This filter triggers a message precisely on the customer's birthday, allowing you to send a personalized greeting on the exact day.
Exact Day Reminder

Monthly Birthday Notifications
This feature allows you to send out birthday greetings once a month to all customers or team members celebrating their birthdays within that month. You can pick the birth month and set the day for sending out bulk messages to all the celebrants in one go.
Monthly Birthday Filter



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