Birthday messages¶

A birthday message is the cheapest goodwill a business can buy, as long as nobody has to remember to send it.

The Birthday messages workflow on the canvas: Birthday, then Birthday text, then Gift email, then Record it

Before you start¶

A date custom field holding the birthday, on the client or on each contact

The workflow¶

Step	Task	Type	What it does
1	Birthday	Date Trigger	Starts on the birthday, every year
2	Birthday text	SMS	Texts the birthday wish
3	Gift email	Email	Emails a small gift
4	Record it	Workflow Note	Records it on the client, already marked done

About the variables

Values such as {{task_36657_…}} carry the number of the task they come from, so yours will differ. Do not type them: click into a field and pick the value from an earlier task.

1. Birthday¶

Task: Date Trigger. Starts on the birthday, every year.

Field	Set it to
Date Field	Your date field
Interval	`1`
Unit	`Years`
Time of Day (UTC)	`14:00 UTC`

Choose your birthday field under Date Field. A contact date field runs once for each contact.

2. Birthday text¶

Task: SMS. Texts the birthday wish.

The SMS task named Birthday text, opened to its settings

Field	Set it to
Client	`{{task_36657_client_id}}`
To (phone number)	`{{task_36657_contact_cell_number}}`

Message

Happy birthday, {{task_36657_first_name}}! From all of us at Neverland Home Services. Check your email for a little something.

3. Gift email¶

Task: Email. Emails a small gift.

Field	Set it to
Outgoing Email User	Wendy Darling
Client	`{{task_36657_client_id}}`
To	`{{task_36657_contact_email}}`
Subject	`Happy birthday, {{task_36657_first_name}}`

Body

Hi {{task_36657_first_name}},

Happy birthday! As a thank-you for being a customer, here is 10% off your next service, valid for 30 days.

Just mention this email when you book.

The Neverland team

4. Record it¶

Task: Workflow Note. Records it on the client, already marked done.

Field	Set it to
Action	`Create Note`
Client ID	`{{task_36657_client_id}}`
Note Type	`Note`
Priority	`Low`
Due Date	`Now`
Tag Users	Wendy Darling
Mark above users as	`Done`
Message	`Birthday text and 10% voucher email sent to {{task_36657_first_name}}.`

Make it yours¶

Change the gift.
Send the text from WhatsApp Business with an approved template instead.