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Applies To: |
ScaleUp |
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Never miss your client's birthdays and let them know you are thinking of them.
What does Birthday automation do?
- Sending of birthday wishes stated in their respective profiles.
- Manage the list of clients enrolled in the automation
To set up this enrollment:
In your GoalsMapper account, navigate to the left pane, select Automation and focus on birthday 
To enrol manually, click "Assign to Contact",
Search the contact by entering and clicking on the contact’s preferred name.
To send birthday wishes to all your clients with date of birthday,
Toggle the "Automated" on.
To automatically send all clients with VALID birthdays AND phone numbers a birthday wish through WhatsApp.
To manage the list of clients on birthday automation:
Click into the automation and select the "Client" tab and you will see all the contacts enrolled.
Do you know that you can suggest a WhatsApp template now? simple click here!