The Birthday Club makes it easy to increase engagement with contacts by automating a birthday message sent to individuals based on their birthdate. 

Follow the steps below to Activate and Manage this option.

To Activate

Step 1. 

Go to Mobile Tools and Click Anniversary Clubs. 

Note: Alternatively, click the Contacts Menu, then locate a click the BIRTHDAY CLUB button.

Step 2. 

Click the NEW BIRTHDAY CLUB button. 

Step 3. 

Set the status of the Birthday Club. By default, the Birthday Club starts as OFF. Select ON to being enrolling and generating messages. 

Step 4. 

Select the desired entry method. By default, the setting is to automatically enroll all contacts with valid birthdays.  

Step 5. 

Select the mobile campaign that will send the programmed message. 

Step 6. 

By default the birthday club will text All Contacts with a valid mobile and birthdate. Select "Keyword Contacts Only" to restrict the messages to contacts that have opted-in to the selected campaign.  

Step 7. 

Select the preferred send frequency.  This can be either ON the actual birthday or (x) days Before the birthday: 

Step 8. 

Select the Send Time for the birthday message. 

Step 9. 

Select the message type, SMS (up to 160 characters) or MMS (up to 500 characters with optional content), and enter the desired text.

SMS

MMS

Step 10. 

Click SAVE SETTINGS button to save the selections. 

Note: Additional birthday clubs can be created. Just be mindful that all contacts will be dropped into the new Birthday Blub, unless manually added or keyword restricted. 

To Manage

Step 1. 

Go to Mobile Tools and Click Anniversary Clubs. 

Note: Alternatively, click the Contacts Menu, then locate a click the BIRTHDAY CLUB button.

Step 2. 

Located the desired Birthday Club and click the EDIT icon to activate, deactivate, or revise the settings. Or click the DELETE icon to delete it.

In addition to the selected settings, each active birthday club will display lists of contacts with upcoming birthdates and mobiles with invalid birthdates. 

Upcoming Birthdays 

Use the available options to view contact profiles, the number of expected Birthday Club texts, and view lists for upcoming months.

Invalid Birthdays 

Depending on how the birthdate information is being collected, unrecognizable birthdates are to be expected. Use the available options to identify problematic dates and either FIX or IGNORE them.