If you want to send birthday greetings to your customers, you can create a birthday email for this purpose. This email will be automatically sent to each customer on their birthday.
An important prerequisite is that you have created the customer card field "Birthday" and regularly fill it with your customers' data. Only this way does your calendar "know" when which customer has a birthday and can send an automatic message to him or her on that day.
Create birthday field for customers
Once you have created a customer field with the type "Birthday", you can find your customers in the birthday list.
Start New Birthday Email
Create birthday email
Select + Birthday Email in the automatic emails.
You can also differentiate between customers from specific customer groups:
You can also differentiate between customers from specific customer groups:
Design
Now you can design the birthday email:
Start sending
After you have saved your design and sent yourself a test email, you can start sending under "General". From now on, this email will be automatically sent to all birthday children.
Tip: This function can also be combined well with a small discount gift via online vouchers.