Send automatic Birthday SMS messages

  1. Click on the Settings menu on the left 

     

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

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

  4. To enable SMS reminders simply click the Allow Automatic Birthday SMS to be sent checkbox.
     
  5. To set the number of days the SMS text is sent before the birthday, select a value from the Days Before Birthday to send 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 Message field. Remember this is limited to 140 characters for SMS text.
     
  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 SMS message by typing in your number in the Test Mobile Number field and clicking Send Preview Birthday SMS
     
  9. Click the Save button to save your SMS Birthday message for the future. 


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

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