Greetings on a customer's birthday or anniversary are a simple, warm touch that drives loyalty. A scheduled automation checks dates and sends a template on the day.
Store each contact's birthday or anniversary as a CRM field. A workflow checks for matches against today's date and sends a greeting template, optionally with a coupon or offer.
0 for the day itself, a positive number for days before, or a negative number for days after.Once set up, a team member needs to click Send Greetings each day to check the conditions and fire matching greetings. Build this into your daily routine, or ask your team to make it a standing task.
Store all birthdays and anniversaries in MM-DD-YYYY format, not the DD-MM-YYYY format common in India. The wrong format silently breaks the date matching.
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