13. Schedule Periodic Promotional Messages

Send birthday greetings on the 1st day of each month for birthday promotions

Scenario - Scheduled Actions

Create rule under Automation and select Scheduled Actions as the Scenario for this rule.

You can send a birthday message to all your contacts who have a birthday tomorrow.

Conditions:

"Birthday" is within "1 day"

Is within 1 day means that if the rule was created/renewed at 8am, it will include all appointments that are till 8am the next day.

Actions:

"Send Message" Customise your message content to send to your leads. You can add more than 1 message and insert customised parameters such as the first name they filled.

Add wait time, eg. 5 minutes, to send another message/image for the conversation to be more natural.

Apply a Template

SleekFlow has prepared some ready templates for users, feel free to apply them!

Create Rule under Automation then select Apply a Template

Select Send birthday wishes under Scheduled Messages then edit the conditions and actions according to your preferences.