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Birthday and Anniversary Reminder Settings

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Nothing makes a customer feel special like a birthday or anniversary wish — especially with a little offer attached. Set it up once and Invoay sends the wishes automatically, every day.

How to open it: Marketing › Birthday Reminder Settings or Marketing › Anniversary Reminder Settings (both are also under Settings › SMS and WhatsApp)

Both pages work the same way.

Setting it up​

You'll see one row per store. For each store:

  1. Choose the Promotional Template Name: the SMS to send. If the list is empty, add a template first in Settings › SMS and WhatsApp › Promotional SMS Templates (it's also under Templates and reminders at the top of the page). The SMS can fill in only the customer's {FirstName} and {LastName}.
  2. To send a WhatsApp message too, fill in the WhatsApp template name (and an Image URL if the template has a picture header). The template must be an approved Marketing template with no blanks to fill in, so write a wish that suits everyone.
  3. Keep Is Active ticked.
  4. Click Save changes. Changed cells stay highlighted until you do.

If you set both, the customer gets an SMS and a WhatsApp message. Leave a template empty to skip that kind of message.

🔑 The WhatsApp columns depend on your WhatsApp connection. With the official WhatsApp Business connection you'll see WABA Template Name and Image URL; with DoubleTick you'll see DoubleTick Template Name. With any other connection, these pages send SMS only.

Messages go out every day between 9 AM and 10 AM to customers whose birthday (or anniversary) is that day, from the store they belong to. Changes you save after 10 AM start the next day.

To stop the wishes for a store, clear its templates and click Save changes.

💡 Make sure you collect customers' birthdays and anniversaries — at the billing counter, or with the Customer Registration form. See upcoming ones on your Dashboard.