Customers: 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

Birthday 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, click Send 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]

Ready to take the next step in scaling your business?

Here’s a 60 Day FREE Trial. No Credit Card. Just Business Growth Made Simple.

Ready?

Still have questions? Chat to one of our friendly Customer Success experts.

They’re available around the clock and will answer any questions you have. Click here to chat.

... ...

Ready to bring your business online with Ovatu?

Sign up to try Ovatu FREE for 30 days! No credit card required. No commitment necessary.

or call (628) 500-7735