Setting Up a Birthday Email Automation for Your Customers
If you want to automatically send your customers a custom email on their birthday as a friendly way to reach out, the Birthday Reminder Email is the automation for you!
From Manage > Passes > Automations, click Birthday Reminder Email:
You can review the details of the automation and the steps for the automation process, and click Get Started to create it:
Step 1: Create Automation Email
Here, you'll adjust the email template from the default text. This is your opportunity to add any content you want your customers to receive on their birthdays!
You can add/edit:
A unique name for this email template
The subject for the email message
The body of the email message
Variables are available for you to add customized details from your Company, about your Customer, or from Custom Fields you may have from your Intake Form.
You can click the + next to any of the categories, then simply click on the variable to copy it. In the email subject or body, paste the variable where you would like to include it!
You can click Preview and Test to view/send a copy of it to your own email to ensure you are happy with the email:
When you are happy with the email, click Save and Continue to head to the end step.
Step 2: Define the Automation
Here, you'll:
Give a short name to help you ID this specific automation.
When should the automation begin? Select Enable if you'd like to start using the automation immediately or select Paused to save as a draft.
Click Save Automation to finish!
