We automate sending out congratulatory SMS messages on the Client’s birthday

We are often asked the question ” How to set up SMS mailing so that the message arrives on the Client’s birthday? ” This article discusses sending out congratulatory SMS the process of setting up a congratulatory mailing. Once you have set it up, you will no longer have to monitor the process of congratulating your Clients every day, our service will send your Clients congratulations with the necessary text itself .

What can be configured in the congratulatory mailing list so that the SMS arrives on time and is useful?

  • Address by name and patronymic – if the phone book contains the subscriber’s name, the address will be substituted taking into account the subscriber’s gender (Dear Sir/Madam)
  • Specific time of bulk sms master delivery – You can set up the mailing so that the SMS arrives a few days before the event. This is especially useful for restaurateurs. Agree that a timely invitation to celebrate a birthday in a restaurant with a promise to make a gift will be nice for the birthday boy.
  • Frequency of sending – every year or once.
  • SMS coupon – you can insert a unique gift code into the text of the message, with the ability to track the number of code activations, more details…

Actually, this is the small instruction that came out.

1.1. Go to your personal account and log in – enter your login and password.

Step #2: Create a congratulatory newsletter

2.1 To set up a congratulatory mailing list, your client base must already be formed in the “Contacts” section.

If you haven’t done this yet, see the blog post “Importing a Client Base” , and if everything is ready, click on the “Send SMS” button.

2.2. On the left, find the button “Congratulations and notifications” and click on it, then click “Create mailing”.

bulk sms master

Step #3: Determine the recipients

3.1. Next, a window will open where the parameters of the congratulatory mailing will be set, click “Add recipients”.

3.2. Put a check mark next to the group of Clients that interests you and click “Apply”. In this way, you have defined the subscribers to whom you need to send SMS.

Step #4: Write the text

  • Start the how to get telegram channels with a salutation. When you click the “Insert” button, a list of salutations will open. sending out congratulatory SMS Click on “Dear” to put it at the beginning of the SMS. The ending will change depending on the gender of the Client, which is automatically determined by the name. You can also insert your salutation.
  • Address by name. Personalized messages attract more attention, as it is an individual approach. Click on “Name” and “Patronymic” after “Dear” and put an exclamation mark. The code “[Dear] [i] [o]!” will turn into “Dear Ekaterina Mikhailovna!” or “Dear Dmitry Andreevich!”, i.e. each Client will see their name.
  • If you want to go further, you can use the “Age” column. The service will automatically determine and insert the Client’s age into offers depending on the date of birth entered in the “Contacts” section. For example, “Ivan, today you turned 23! In honor of this significant date, the Superman company is giving you a 50% discount!”

4.2. Selecting a channel for sending SMS

4.3. In the next line you can adjust the frequency of sending: messages can be sent only once or can be sent automatically every year.

SMS lifetime is the period during which the operator will try to send the SMS to the client. If you specify 12 hours, then after this time you will receive a report on the delivery or non-delivery of the SMS.

Step #5: Create a newsletter

Double-check the information you entered and click “Save mailing”.

Now you know how to make a congratulatory bm lists mailing to your Clients in honor of their birthday. By changing the reason for the SMS to any other holiday, you can create several mailings that will attract new Clients and provide work for the sales department.

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