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
Dates of birth are saved from your registration forms. For a client to have one on file, the form has to include a date-of-birth field.
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: clients fill the date in on their next bookings. 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.