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Birthday tracker

Features   |   Automation

A lot of customers means a lot of customer relationships to nurture.

Want to congratulate your customers on their birthdays?
You don’t have to keep track of all the dates – our Birthday Greetings feature will !

Make the personal touch easy by automatically sending: 

  • Birthday greetings – on each customer’s date of birth.
  • A birthday greeting series:
    A week beforehand
    , send your customer a coupon for a special birthday gift.
    On their birthday
    , congratulate your customer and remind them of their unclaimed gift
    After their birthday, ask if they enjoyed the gift - and nurture your customer relationships.