Happy Birthday app now has the ability to send a customer their birthday email containing a discount code at any time. This is especially useful when a customer has signed up just after their birthday and missed out on receiving a discount.
If the customer has already been sent an email, but they have contacted you to say it hasn't come through, then you can use our other feature, Resend Email to redeliver a birthday discount email. More details in the article Can I resend a birthday email?
This feature only applies to emails sent out by the Happy Birthday app. It's not available if you have an integration such as Klaviyo or Mailchimp sending out your birthday emails .
You will find this option when clicking on the '3 dot menu' to the right of the customer details, within the main Customers view of the app:
When selecting the option you will be presented with a confirmation window. This informs you that by confirming the Send email now option, that the customer will not receive another email within the calendar year, even if they subsequently change their birthdate. This helps to prevent any misuse of the birthday discount feature.
It's also worth noting an example.. if their birthday was in May 2022, and you're using this option to send them an email a month later in June 2022, they will receive their next birthday discount on their actual birthday in May 2023. Not a year from the date of using this Send email now option:
Click confirm and you will see a message on screen stating Birthday email successfully sent.
There may be a short period of time before the email arrives. This should be no more than 15 minutes. Please take this into consideration if you are testing the feature.
Thats it. Hopefully you will find this much requested feature simple and useful to use.
Need any help?
If you would like any advice or support setting this up, please don't hesitate to get in touch.