Birthday messages

Sends a template to each customer on their birthday, at a time you choose. You set it up once, and it goes out every day to whoever has a birthday that day.


Where	Manage → Live Chat Settings
Sends when	A customer's birthday, at the time you set
Needs	Each customer's date of birth, saved as the Date of Birth attribute
Template category	Marketing
Opted-out customers	Skipped when Skip Opted-out users is on

Before you start

The message can only reach customers whose date of birth you have. It goes in the Date of Birth attribute, written as dd/mm/yyyy, such as 14/08/1994.

To add dates of birth to your contacts, import a CSV with a date of birth column and map it to Date of Birth. See Add and import contacts.

Name,Mobile Number,Date of Birth
Priya Sharma,9876543210,14/08/1994
Rahul Mehta,+919812345678,02/01/1990

Set it up

1. Create the template

Create a Marketing template of type TEXT with your birthday message, and submit it. See Create a template.

Happy birthday, {{1}}! 🎉

To celebrate, here's 15% off anything in the store this week with the code BDAY15.

Thank you for being with us.
Reply STOP to unsubscribe.

2. Turn it on

Go to Manage → Live Chat Settings.
Turn on the birthday message.
Choose the time it should send.
Turn on Skip Opted-out users.
Click Configure, pick your approved template, and click Save Configuration.

⚠️
Turn on Skip Opted-out users
Birthday messages have their own switch for opted-out customers. Turn it on, so customers who unsubscribed are skipped.

When to use it

Use it if you collect dates of birth anyway, for example at sign-up or through a chatbot question. It is one of the few marketing messages customers are glad to get.

Make it about them. Greet them by name and give them something: a discount, a free gift with their next order, early access. A birthday message that only says "Happy birthday from Brand" is a missed chance.

Give the offer some time. A code that expires at midnight on their birthday is hard to use. A week is kinder, and more of them get used.

Pick a sensible time. Morning works well. A marketing message that lands late at night, even a friendly one, is more likely to annoy than to please.

Do not invent birthdays. If you do not have a customer's date of birth, leave them out. A birthday message on the wrong day tells the customer you do not know them at all.