This runs on a customer's birthday. It's going to trigger off a customer or team member's Birthday reminder that is being made.
All Filters
After No. of Days
By selecting this filter, you can decide to set the reminder on days after the customer review.
You can send the "celebrate a birthday" message days after their birthday by you Inputting the number of days you would like to set the reminder for after the birthdate.
Before No. of Days
By selecting the "Before No. of Days " filter, you can choose to send a notification out a few days before the birthday.
For instance, If the customer or team member's Birthday falls on the 3rd of August, you can set the reminder a day before which is on the 2nd of August, this workflow will trigger a reminder on the 2nd of August, then you can follow through to the next step which is a "Birthday SMS" and use the "Wait" action for 24hours which wll fall on the 3rd of August, the Birhday!
Day Is
By clicking this filter, you can choose to be reminded on the exact birth day. The workflow will trigger on the Customer or team member's birthday.
Month Is
If you choose to send out birthday SMS to customers or team members once a mothly By clicking this filter, you can select their birth month and send a bulk message to all celebrants for that month.
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