Birthday Text
Sends your ACA members a feel-good "Happy birthday!" text on their birthday.
This one's simple. A member gets a happy birthday text from your agency. No call, no ask, just a nice touch that keeps you top of mind.
In the template picker, this one's called ACA Birthday Text.
In the text below, [First name] and [Agency] fill in for each member.
At a glance
| Who it's for | Your ACA members, on their birthday |
| Goal | A friendly touch, no pushing |
| How people get in | You add them (there's no automation, but you can build a Birthday one) |
| Calls | 0 |
| Texts | 1 |
| Runs for | 1 day |
How people get in
There's no automation, so you add people yourself. See Add Customers to a Campaign.
Heads up: the text goes out on Day 1, the day someone's added. So if you add people by hand, they get "Happy Birthday" that day, birthday or not. Great for a list of today's birthdays, but for the every-year version you want an automation.
To set that up, go to the campaign's Automations tab and add one with the Birthday trigger that enrolls people into this campaign. You can add a policy status filter too, so only your current members get it. See Automations Explained.
Birthday automations are checked once a night. They don't go back and catch birthdays that already passed before you turned it on. And members need a date of birth on file to get picked up.
Reaching the same members again next year
A Birthday automation runs every year, but it only adds people who haven't been through this campaign before. Anyone who finished it last year won't be added again on their own. To run them through again, filter your Customers to the people you want, select them, and click Restart (or check Restart the [number] previously enrolled when you add them). See Restarting people.
The text
Day 1: Text
Happy Birthday [First name]! 🎂🎉🥳 Hope you have a wonderful day - from all of us at [Agency].
That's it. After the text goes out, the journey ends.
Before you turn it on
- Register for SMS. Texts need SMS registration (10DLC) to send.
- Check your member data. People are skipped if they have no phone number, or no time zone or state. If you build a Birthday automation, they need a date of birth too.
- Check your texting number. Texts go out from your agency's registered texting number, so make sure your SMS registration is done.
- Know when it sends. Texts only go out during your business hours and between 8 AM and 9 PM in the member's time zone.
Then click Activate on the Overview tab. Until you do, the campaign is a Draft and nothing goes out.
Changing any of this
- The text itself: the Pulse tab. Click the text step to edit it. See Pulse.
- Who gets in: add people yourself, or build a Birthday automation on the Automations tab. See Automations Explained.