Automated “Happy Birthday” Campaign

Automated “Happy Birthday” Campaign

🎉 Automated “Happy Birthday” Campaign

Delight your customers and bring them back in with a thoughtful birthday text message that includes a personal note and discount code—sent automatically every day.

What it does

  • Sends an SMS X days before each customer’s birthday.
  • Personalizes with their first name and a discount code.
  • Runs automatically once set up.

Why it works

  • Creates a personal, feel-good connection.
  • Encourages repeat visits and sales.
  • Requires zero daily effort after setup.
Placeholders you can use:
%CustomerFirstName% → Customer’s first name  •  %DiscountCode% → Displays the discount code directly in the SMS message

How to set it up (4 easy steps)

Step 1 — Basics

  1. Go to Marketing → Add Campaign.
  2. Toggle Include all customers across selected stores if needed and name the campaign.
  3. (Optional) Enable Enroll all new locations automatically to apply it to future stores.

Step 2 — Message & offer

  1. Send type: Automated
  2. Send criteria: Birthday, send X day(s) before and set Parameter X (for example, 5).
  3. Campaign type: Text
  4. Offer (discount): Choose an existing promotion to attach.
  5. Recipients: Main contacts/parents
  6. Subject: Happy Birthday
  7. Content (ready to use):
    Happy Birthday, %CustomerFirstName%!
    We’d love to celebrate with you! Enjoy a special discount on your next visit.
    Use code: %DiscountCode%
    See you soon!
Important: Discount codes in SMS are shown as text only (no barcode). Barcodes are used only in email campaigns.

Step 3 — Schedule & targeting

  1. Choose your Start date and Send time (for example, 3:30 AM).
  2. Filter by location, state, or ZIP if needed.

Step 4 — Preview & launch

  1. Click Preview to verify your message and code merge fields.
  2. Send a test SMS to your number to confirm the message looks right.
  3. Click Save to start the campaign.

Best practices

  • Keep it short and personal. A friendly, simple message gets better engagement.
  • Choose an appealing reward. Examples: “$5 off any grooming service” or “Free treat with purchase.”
  • Time it right. Sending 3–5 days before the birthday gives customers time to plan their visit.

FAQ

Does it send automatically every day?

Yes. The system checks daily for customers whose birthday is within your chosen time window and sends them the message once.

Can I run both SMS and email birthday campaigns?

Absolutely. The SMS campaign displays the discount code, while the email version can include a barcode for scanning at checkout.

How short should the discount code be?

We recommend keeping it under 10 characters to make it easy for customers to read and enter at the register.

Pro tip: Review campaign performance monthly and test different timing (3 vs. 5 days before) or offer types to see what drives the best results.
Need help? Contact Franpos Support and mention: “Birthday SMS Trigger.”

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