Send automatic Birthday Email messages

  1. Click on the Settings menu on the left hand side.

  2. In the Email, Marketing section, click the Birthday Messages General Settings link

     

  3. This will prompt the Automated Birthday Email Settings screen as show below:


     
  4. To enable email reminders simply click the Allow Automatic Birthday Emails to be sent checkbox.
     
  5. To set the number of days the email text is sent before the birthday, select a value from the Days Before Birthday field. Leave it at 0 Days to be sent on your client's actual birthday
     
  6. You can choose a template or simply start typing a text message in the Email Body Text field. 
     
  7. Merge fields are place holders for values that will be replaced when the message is sent. For example: ClientFirstname will be replaced with David and so on. To insert a template field, simply put your cursor in the message box where you want the field to appear and click on the merge field.
     
  8. You can also preview your email message by typing in your number in the Test Mobile Number field and clicking Send Preview Birthday Email

  9. Click the Save button to save your Email Birthday message for the future. 


    And that's it :) set and forget!  Just sit back and You'reOnTime will automatically send out your Birthday Email messages.  Don't forget to offer a discount or gift to your client. 

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