Sending a quick note, or even a special offer, on a customer’s birthday or anniversary can make a world of difference. This one gesture can influence repeat buyers or simply cause clients to become raving fans.
This Birthday/Anniversary Offer template will automatically trigger based on either the date a new client was labeled a customer, or based on the default date of birth property. You can fully edit the email and change the trigger from the date of birth to whichever tag or property you’d like.