If you would like to send birthday greetings to your customers, you can create a birthday email for this purpose. It will automatically be sent to each customer on their birthday.
An important prerequisite is that you have created the customer card field "Birthday" and regularly populate 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 them 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 of specific customer groups:
You can also differentiate between customers of 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 automatically be sent to all birthday children.
Tip: This function can also be combined nicely with a small gift discount via online vouchers.