Customer Birthday Greetings
Customer Birthday Greetings
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The Customer Birthday Workflow Event in Booknetic allows you to automatically trigger actions on or around a customer’s birthday. Instead of manually tracking birthdays, you can let Booknetic send greetings, promotions, or reminders at the right time, strengthening customer loyalty with zero extra effort.
Why Use Customer Birthday Workflows?
Automated greetings – Send personalized birthday messages via Email, SMS, WhatsApp, or Telegram.
Customizable timing – Choose whether to send messages on the birthday itself or before/after using flexible offsets.
Segmented campaigns – Use filters like gender, birth year, or birth month to tailor birthday promotions to specific groups.
Marketing opportunities – Offer discounts, coupon codes, or free gifts to increase customer engagement.
Integration power – Combine with Webhooks to update CRMs, loyalty systems, or marketing platforms automatically.
How the System Works
Customer birthday workflows are managed in the Workflow Module and function like other automated events.
Event: Customer birthday
Offset: Choose to run the workflow Before or After the birthday.
Execution Time: Define the exact time of day (e.g., 08:00) when the action should be executed.
For example:
Send a coupon 2 days before the birthday.
Send a greeting email at 09:00 on the birthday.
Send a thank-you SMS 1 day after the birthday.
Setting Up a Customer Birthday Workflow
Step 1: Create a Workflow
Go to Booknetic → Workflows.
Click Create new workflow.
Name your workflow (e.g., Birthday Email Campaign).
Step 2: Choose the Event
In the When this happens dropdown, select Customer birthday.
Step 3: Configure Event Settings
In the event settings panel, you can define:
Offset
Before → Send messages before the birthday.
After → Send messages after the birthday.
0 (zero) days → Runs on the exact birthday.
Time
Select the exact time of day when the action should run (e.g., 08:00).
Filters
Gender – Target male, female, or all customers.
Year filter – Target based on the customer’s birth year (e.g., send only to those born after 1990).
Month filter – Target customers with birthdays in specific months (e.g., run a summer campaign in June–August).
Step 4: Define the Action
Choose what should happen when the workflow runs. Actions can include:
Send Email
Send SMS
Send WhatsApp message
Send Telegram message
Send Webhook request (integrate with Zapier, IFTTT, or external CRMs)
Step 5: Write the Message or Build Webhook Data
Use shortcodes like {customer_full_name}, {customer_email}, or coupon codes to personalize your greeting.
For webhooks, include birthday data in the request payload to sync with external platforms.
Step 6: Save & Enable
Click Save.
Ensure the workflow is marked as Enabled.
Practical Examples
Before Birthday – Send an email 2 days before with a discount code: “Celebrate early! Here’s 15% off any service this week.”
On Birthday – Send a WhatsApp message at 9 AM with a simple greeting and booking link.
After Birthday – Send an SMS 1 day later thanking the customer and reminding them to redeem their gift.
Segmented Campaigns – Create a special promotion only for customers with July birthdays, filtered by month.
Best Practices
Combine filters – For example, send different promotions based on gender or age groups.
Use workflows creatively – Pair email with a webhook to update your CRM with a “birthday greeted” tag.
Add value – Discounts, free extras, or loyalty points will make customers more likely to rebook.
Test timing – Experiment with sending offers a few days before vs. on the exact day.
Important Note: Cron Job Required!
Customer birthday workflows are powered by scheduled tasks. To ensure they run at the correct time every day, you must configure a cron job on your server.
If the cron job is not set up, birthday messages may not be sent on time.
Please see our detailed guide on setting up cron jobs here: Cron Job Documentation