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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

1. Click the black arrow at the top right of the screen to show a drop down menu

2. Click Settings

3. Under Messaging, select Birthday/ Date Alerts

4. Click Set Up Birthday Message

5. Choose what message type you want (Send Message, Run Bot, or Run Drip Campaign) and type the message or select the Bot/Drip.

6. Select the Service: Shout to Shout, Customer Service, Marketing, Facebook, or Instagram

7. Set a delivery window for your birthday message to send, so no one gets a text in the middle of the night! Double check that the "Disable birthday message" is not checked.

8. Click Save


Helpful tips for Sending Birthday Messages

1. Use Shout Nouns in your birthday message to make it really personal for your customers.

You can choose to add a contact's name through Shout Nouns.

You can also use the contact's birthdate in a birthday message.

2. See upcoming birthdays under, "Birthday Next 7 days."

3. 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 

1. Click the black arrow at the top right of the screen to show a drop down menu

2. Click Settings

3. Under Messaging, select Birthday/ Date Alerts

4. Click Update Birthday Message

5. Make desired changes

6. Click Save

 


Manually Send a Birthday Alert

1. Click the black arrow at the top right of the screen to show a drop down menu

2. Click Settings

3. Under Messaging, select Birthday/ Date Alerts

4. Click Manually Send Birthday Message

5. Select contact(s)

6. Click Message Contacts

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