Send automatic Birthday Email messages

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

  2. Click on Automated Marketing and Reminders.
  3. Click on the Email button in the Birthdays section.
  4. This will prompt the Birthday Email Settings screen as shown below:

  5. To enable email reminders simply click the Allow Automatic Birthday Emails to be sent checkbox.
  6. 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.
  7. You can choose a template or simply start typing a text message in the Email Body Text field. 
  8. Merge Fields are placeholders for values that will be replaced when the message is sent. For example: [ClientFirstName] will be replaced with David, [FormsLink] will be replaced with a link to outstanding forms, and so on. To insert a Merge Field, simply put your cursor in the message box where you want the field to appear then click on the Merge Field drop-down menu and navigate to the Merge Field you want to add. 
  9. You can also preview your email message by typing in your number in the Test Mobile Number field and clicking Send Preview Birthday Email
  10. 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 a gift for your client. 

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