Set Up Birthday Reminders for Your Entire Contact List in Minutes

Imagine every one of your customers receiving a warm, personalised birthday message — automatically. No spreadsheets, no manual sending. Just set it up once, and the platform handles the rest, every single day.

What You'll Need

• A contact list with birthday dates (as a custom field)
• An approved Sender ID
• SMS credits in your account

Step 1 — Add Birthday Data to Your Contacts

Your contacts need a birthday custom field. You can add this in two ways:

Step 2 — Create a Smart Group

This is the key ingredient. A Smart Group automatically finds contacts whose birthday is today.

1. Go to Contacts → Groups
2. Click Create Group
3. Set the group type to Smart
4. Enable the Birthday Today filter
5. Save the group (e.g. name it "Birthday Today")

Step 3 — Create a Message Template (Optional)

Go to Templates and create a reusable birthday message:

The variables {first_name} will be replaced with each contact's name. Set {company_name} and {discount} as global variables in Organisation Settings → Custom Settings.

Step 4 — Set Up a Daily Recurring Campaign

Go to Recurring Campaigns → New Recurring Campaign:

1. Give it a name like "Daily Birthday Wishes"
2. Select your approved Sender ID
3. Select the "Birthday Today" smart group as the target
4. Write your birthday message in the message field (or use a template to pre-fill it)
5. Set frequency to Daily and choose a time (e.g. 8:00 AM)
6. Click Create

That's It!

Your birthday campaign is now on autopilot. Every day at your chosen time, the platform checks the smart group for contacts whose birthday is today and sends them your personalised message. You can monitor results from the Dashboard.