Birthday Tracking
Track customer birthdays and send personalized greetings
Setting Up Birthday Tracking
Add Birthday Information
When adding or editing customer contacts, include their birthday in the contact details.
Configure Notifications
Set up automatic reminders to notify you of upcoming birthdays.
Create Birthday Messages
Prepare personalized birthday greeting templates for different customer segments.
Birthday Notification Features
Advance Reminders
Get notified 1-2 weeks before customer birthdays to prepare special offers or gifts.
Personal Touch
Send personalized birthday wishes to strengthen customer relationships and loyalty.
Published 2026-08-29