Alpha Lead Support

Welcome To Alphaleads Support Portal!

Please watch the videos, look through the articles or use a support option below.

Birthday Reminders

The birthday reminder trigger operates on a customer’s special day, initiating a celebratory notification for the specified customer. This automated feature helps maintain a personalized connection with your customers and fosters a sense of appreciation, further enhancing the customer relationship and overall experience with your brand.

 

Birthday reminder

Birthday reminder

 

All Filters

 

After No. of Days

The After No. of Days filter allows you to set the reminder after a specific number of days since the customer’s review.

You can also use this filter to send birthday messages days after a customer’s birthday. Simply input the number of days you want to set the reminder for after the birth date.

Get reminded after a number of days

Get reminded after a number of days

 

 

Before No. of Days

With the Before No. of Days filter, you can send a notification a few days before a customer or team member’s birthday. Simply select the days before their birthday you’d like to send a message.

 

For instance, If the customer or team member’s Birthday falls on the 3rd of August, you can set the reminder a day before, which is on the 2nd of August; this workflow will trigger a reminder on the 2nd of August, then you can follow through to the next step which is a “Birthday SMS” and use the “Wait” action for 24hours which will fall on the 3rd of August, the Birthday!

 

Get reminded before a number of days

Get reminded before a number of days

 

Day Is

Selecting the Day Is filter lets you send a message on a customer’s birthdate. The workflow triggers the exact birthdate.

 

Get reminded on each exact birthdays

Get reminded on each exact birthdays

 

 

Month Is

You can send birthday SMS to customers or team members once a month by clicking this filter. You can select their birth month and send a bulk message to all celebrants for that month, and you will also have to choose the day of the month to send the bulk messages at once to the celebrants of that month.

Get reminded on the particular day of every month

Scroll to Top