Send Happy Birthday greetings

Automatic notification that is sent to the client on their birthday.

The notification is generated only if the date of birth is specified in the client card.
The message will be sent within the time period you select before the birthday, or on the birthday itself, based on local time.

Used to increase customer loyalty and promote discount campaigns.

Setup and editing #

1. In the main menu, go to Settings > System settings > Notifications, then open the Notification types tab.
2. In the Client > Retention section, select Birthday greeting by clicking the notification name or the pencil icon.
   

3. On the General settings tab, choose the sending conditions:

• Select the message sending time: available time from 00:00 to 23:00, according to your time zone.
• Specify when to send the notification: a few days before the birthday (from 1 to 14) or on the birthday.

4. Configure how notifications will be sent via multiple channels. For more details about multi-channel notification scenarios, see the article. Available channels:

• SMS / chat-bots
• Email
• Branded app

Templates #

After setting up the sending scenarios, configure templates for different channels. More details on setting up notification templates are available here.

1. When editing the notification on the Notification templates tab, you can set different text for each available sending channel.
2. For the SMS template, variables are available — they will automatically insert visit, service, client, or location data. To add a variable to the template, click Add variable, then choose the one that fits the context.
   

After adding a variable, use a space to separate the variable from the main text and other variables.

In SMS notification templates, you can use emoji. To do this, click the smiley button and choose one from the list or add your own.

Standard templates with variables

Client name, happy Birthday! May this day bring joy, smiles, and wonderful moments. We’ll be happy to see you at Company name Online booking link

Happy Birthday! Sincerely, Company name

Example

“Alex, happy Birthday! 🥳 May this day bring joy, smiles, and wonderful moments. We’ll be happy to see you at HappyGio https://nXXXXXX.alteg.io”

3. For the Email channel, editing the template is not available, but you can add additional information. To do this:

• When setting up notification templates, go to the Additional information in email tab.
• Enter additional text, upload an image, or add a link.
• To see how the email will look, click Email preview.
  Click Save.

More details on setting up notification templates are available in the article.

4. For all notification templates, preview is available — how the message will look when sent to a client, employee, or administrator, taking variables into account.

Finishing setup #

1. After completing the configuration, click Save in the bottom-right corner of the page.
2. To enable the notification, return to the Notification types tab and switch the toggle to the active state. To disable the notification, switch the toggle to the inactive state.
   To the right of the notification name, the enabled sending channels for this type will be displayed.