A birthday message is a nice touch, and it puts your studio in a client's mind on the best possible day. Once you turn the automation on, Zenamu watches birthdays for you and sends the greeting on its own — at most once a year per client. This article walks through the settings and explains where Zenamu gets the birthdays.
How greetings work
Every day, Zenamu goes through your active clients and emails everyone whose birthday is that day (or falls within the number of days you've set), using your template. It goes out at the hour you choose in Send at, in your studio's time zone.
We make sure no one gets a greeting twice: each client receives a birthday email at most once a year, even if you turn the automation off and back on in the meantime.
Where client birthdays come from
A client's date of birth gets on file in one of these ways:
From the form for new clients — if you add a date-of-birth field to the form, clients fill it in at their first booking or first purchase with you (a pass or a membership, for example).
From the client's profile — clients can enter their date of birth in their User account. From there it is copied to every studio they are a client of, so you have it even if your form doesn't ask for it.
Manually in the client detail — you can add or correct the date yourself at any time.
When clients enter or change the date themselves (in their profile or in the form for new clients), it is updated in the client detail in every studio they are registered with. When you change it in the client detail, it changes only in your studio.
Clients you add in the admin (for example, when you sell them a pass at the front desk) don't see the form for new clients. If they don't have a date of birth in their profile, add it in the client detail.
The automation card shows how many of your active clients have a date of birth filled in. If your forms don't have the field yet, you can add it right from here with one click (Add the field to the registration form), or in Settings → Bookings and rules, where you can adjust your registration forms to fit your needs.
Expect coverage to build up gradually. Each client sees the form for new clients only once, so existing clients won't be asked for their date of birth even if you add the field to the form now. They can add it in their profile, or you can add it in the client detail. In the meantime the automation works normally for everyone who already has it on file.
Settings
On the Birthday greeting card, under Marketing and promo → Marketing, you'll find:
Send birthday greetings — the main switch for the automation.
Days before birthday — leave it at 0 and the greeting arrives on the birthday itself. You can also send it, say, 3 days ahead — for example, with an invitation to a birthday class.
Send at — the hour it goes out.
Subject and Message — use the default text as it is, or write your own.
To add a gift to the greeting, turn on Add a gift voucher. You'll find the details in the article on gift vouchers in automations.
Try the greeting first
Send a test email sends a sample to your address (or any other). You'll see exactly how the email looks, including any voucher — but the test message doesn't issue a real voucher and doesn't count toward your stats.