Set up a birthday message

You write the message once, and every customer gets it before their birthday without you doing anything.

Where: Dashboard, Mailings, then Push automation.

Steps#

1. Open Mailings and click Push automation.
2. In Card, choose the card you are setting this up for.
3. Find the Birthday congratulations tile. Switch it on with the toggle in its corner.
4. Write your message in the Message field.
5. Set how many days before the birthday the message should be sent.
6. Check the card shown under Apply to cards, then click Save.

Add a birthday bonus too#

You can give customers extra stamps on their birthday. This is set on the card (Number of birthday stamps). If a customer has cards from several programs, the Settings tab under Cards lets you choose which card gets the bonus. See Birthday bonus.

Other automatic messages#

• A "come back" reminder after a number of days without a visit
• A request for feedback some hours after a visit
• Messages triggered by an event, such as installing the card

See Push automation and Custom auto-push.