Introduction
Birthday messages are an excellent way to connect with your customers and show them you care. With Loyaltymaster, setting up automated push notifications for birthday congratulations becomes a simple task. This manual will guide you through the step-by-step process of setting up this feature, offer solutions to potential issues you may face, and provide a brief summary of the process.
Part 1: Setting Up Birthday Congratulations Automation
Step-by-step Guide:
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Open Loyaltymaster and navigate to the "Send Push" screen via this pathway: Loyaltymaster > Left-Hand Menu > Push.
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At the top of the screen, locate and click on the "Push Automation" tab.
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Find the "Birthday Congratulations" tile and click on it.
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Use the "Message" field to input the text for the birthday message you want to be displayed in the push notification to your customers.
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Define the days before the customer's birthday when the congratulatory message should be sent using the "Congratulation will be sent after setting count days before birthday" field.
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The "Apply to Cards" field shows you which card(s) this feature applies to.
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After making all necessary adjustments, click the "Save" button to apply your changes.
Troubleshooting Guide
If you encounter difficulties during the setup process, here are a few potential solutions:
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Ensure you're in the correct area of the platform. If you do not see the expected options, you may be in the wrong section.
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Check the message in the "Message" field for errors. A mistake in this text could cause confusion or even offend the recipient.
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Review the number of days set in the "Congratulation will be sent after setting count days before birthday" field. If this is not configured correctly, the birthday wishes may be sent at the wrong time.
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Confirm the correct cards are selected in the "Apply to Cards" field. If this isn't done correctly, the birthday messages may not be sent to the intended recipients.
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If your changes are not being saved, ensure you have clicked the "Save" button after finalising your selections.
Conclusion
Automated birthday congratulatory messages can add a personal touch to your customer relationship and contribute to their loyalty to your business. By following this manual, you can set up birthday congratulation automation in Loyaltymaster successfully. For further assistance, don't hesitate to contact Loyaltymaster's customer service.