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Ovatu

How do I send a Birthday message to a Customer?

To send a Birthday message to a Customer, choose Customers > Birthdays

Select the checkbox next to the Customers' name

how-do-i-send-a-birthday-message-to-a-customerBirthday email

To send a Birthday email, click Send Email

You will be taken to the Mass Email screen, pre-filled with the Birthday email template.

Make any required adjustments and click Save

Your Birthday Email template can be modified by choosing Notifications > Email Settings

Birthday SMS

To send a Birthday SMS, clickSend SMS

Enter the body of the message and click Calculate and Send

*Please note:*The customer must have a valid phone number on file in order to receive an SMS

For more information about mass SMS and Email, see [Marketing]


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