Automate Personalized Birthday Wishes with SMS

Table of Contents

1. Introduction
2. Setting up Automation for Birthday Wishes through SMS
   • 2.1. Using the Reconvert Page Builder and Dashboard
   • 2.2. Setting up the Toby Dashboard
3. Activating the Integration with Toby
4. Using Toby for SMS Campaigns and Automations
   • 4.1. Configuring the Happy Birthday Automation
   • 4.2. Personalizing the SMS Message
   • 4.3. Setting up Delay for Sending Messages
   • 4.4. Adding a Discount Code
5. Conclusion

Setting up Automation for Birthday Wishes through SMS

In this tutorial, we will guide you through the process of setting up automation for sending birthday wishes to your customers through SMS using the Toby app integrated with Reconvert. Sending personalized birthday messages is a great way to show your customers that you appreciate them, and it can also be an opportunity to offer exclusive discounts and promotions. So let's get started!

Using the Reconvert Page Builder and Dashboard

Before we dive into the integration with Toby, let's quickly go through the initial setup using the Reconvert app. If you are not familiar with the Reconvert Page Builder or Dashboard, make sure to check out our onboarding video for a detailed walkthrough.

Once you are in the Reconvert app, navigate to the settings page and locate the birthday integration section. By default, birthdays will be collected in the Reconvert app. However, to sync them with Toby or any other integration, we need to activate the integration first.

Setting up the Toby Dashboard

To activate the integration with Toby, you need to have Toby installed in your store. If you haven't installed Toby yet, follow the instructions provided in the message on the Reconvert settings page. Once Toby is installed, you can proceed to the Toby dashboard.

In the Toby dashboard, you will find all the tools and features necessary to create and manage SMS campaigns and automations. However, before we explore the Toby dashboard further, let's go back to the Reconvert app and ensure the integration is activated.

Activating the Integration with Toby

Return to the Reconvert settings page and select Toby from the list of available integrations. Save the changes, and now the Toby integration will be activated in the Reconvert app. This means that any birthdays collected through Reconvert will be automatically available in Toby.

With the integration set up, you can now utilize Toby's SMS campaigns and automations to send personalized birthday messages to your customers.

Using Toby for SMS Campaigns and Automations

In the Toby dashboard, navigate to the SMS campaigns and automations section. Here, you will find the "Happy Birthday" automation specifically designed for sending birthday wishes. Let's explore the settings of this automation.

Configuring the Happy Birthday Automation

In the settings of the "Happy Birthday" automation, you can edit the SMS message that will be sent to your customers. Toby provides variables that allow you to personalize the message with customer-specific information.

Personalizing the SMS Message

Take advantage of the variables provided by Toby to offer customized birthday messages. By including personal details such as the customer's name, you can create a more meaningful and engaging SMS that resonates with your customers.

Setting up Delay for Sending Messages

In Toby, you have the option to set a delay before sending the birthday message. You can choose to send the message exactly on the day of the birthday or add a delay in hours, minutes, or days. Adjust this setting based on what works best for your business.

Adding a Discount Code

To make the birthday wishes even more special, consider offering a discount code to your customers. This discount can be a token of appreciation for their loyalty and can incentivize them to make a purchase. Create a unique discount code specifically for birthdays to make it more celebratory and exclusive.

Conclusion

Sending birthday wishes through SMS is a powerful way to engage with your customers and foster loyalty. By integrating Reconvert with Toby, you can automate this process and create personalized messages that make your customers feel valued. Remember to customize the SMS content, set appropriate delays, and consider offering a discount code to make the birthday experience even better for your customers. Now it's time to implement this automation and start celebrating your customers' special days!

Highlights

• Learn how to set up automation for birthday wishes through SMS using the Toby app integrated with Reconvert.
• Use the Reconvert Page Builder and Dashboard to collect and manage birthdays.
• Activate the integration with Toby to sync collected birthdays and access Toby's SMS campaigns and automations.
• Personalize the SMS message using variable tags provided by Toby.
• Set up a delay for sending birthday messages and consider adding a discount code to make the birthday experience even more special.
• Engage with your customers and foster loyalty by sending personalized birthday wishes.

FAQ

Q: Can I use the Reconvert app without integrating Toby for birthday automations? A: Yes, you can use the Reconvert app to collect birthdays even without integrating Toby. However, activating the integration allows you to automatically sync collected birthdays with Toby and access advanced SMS campaign features.

Q: Can I customize the SMS message content for birthday wishes? A: Yes, Toby provides variable tags that allow you to personalize the SMS message with customer-specific information. This way, you can create a unique and engaging birthday message for each customer.

Q: Can I offer a discount code in the birthday message? A: Absolutely! Offering a discount code is a great way to make the birthday wishes even more special for your customers. Create a unique discount code and include it in the SMS message to provide an exclusive gift.

Q: How do I set the delay for sending the birthday messages? A: In the Toby dashboard, you can set up a delay before sending the birthday message. You can choose to send the message exactly on the day of the birthday or add a delay in hours, minutes, or days, depending on your preferences.

Q: Can I track the effectiveness of the birthday automations? A: Yes, Toby provides analytics and reporting features that allow you to track the performance of your SMS campaigns and automations, including the birthday wishes. You can monitor the open rates, click-through rates, and conversions to evaluate the success of your efforts.