How do I send an automated Birthday SMS or Email to clients?

This article outlines how to schedule an automatic Birthday message to your clients

This page will guide you step by step on how to set up an automatic marketing email/SMS to your client 3 days in advance of their birthday, from creating a template to sending the email/SMS. 

Alternatively, if you wish to simply set up a template for future use, without sending it straight away, then you can also use the feature in Templates and Filters.  To find out how to use this feature instead, check out this Guide.

In this example, we will set up a birthday template (which will also be saved for future use), and then find all suitable recipients, and finally set a schedule.

Step-by-step guide

Go to MarketingCompose Email/Compose SMS > Use Old Email/SMS Editor

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Enter a name for your name Template, In this example, we'll name it ‘Birthday Gift Email

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Add a Subject, then create your message using the editor.

If you're sending an Email you can press the Send Test Email to send a preview of the email to yourself and make sure it looks the way you'd like it to look!

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Once you're happy with your message, click Next to continue to the Filters screen, where you'll set filters to ensure the message is only sent to clients 3 days before their birthday.

Click int Advanced filters, then use the following rule:

Client Birthday > Days Ahead > and entered the number 3 in the text box.

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Note: You can set this to a number higher or lower than 3 if you like. Set this number to however many days in advance of a client's birthday you would like them to receive this message.

Click on Show Recipients, and a list of clients who currently match the rules will be shown on the right-hand side. If no clients show up, don't worry! This just means nobody's birthday is in 3 days.

If you want to save this Filter to be used in other future campaigns, enter a Filter Name.

When you're ready, click Next to continue.

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Next, give your email/SMS a name (for your own reference only), then Schedule your message to Repeat Daily at whatever time you'd like it to send. We recommend sending it in the morning time, so it's a nice way for your clients to start their day!

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Finally, click Send to finish. This email will now be scheduled to send every day but only to clients whose birthday is 3 days away.


If you ever want to stop this email from sending, check out this guide to find out how.

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