The Birthday SMS feature is included for all Digital Marketing Hub plans and these are currently being sent from your Mercury account. We send out a Happy Birthday text message from you to your clients on their birthday. The ‘Date of Birth’ field in Mercury is used to automatically generate the text message. Once you have registered your mobile number in Mercury, your customers can reply directly to you.
Please ensure you allocate your contacts to the Birthday SMS category in Mercury if you have not already done so. Learn how to allocate contacts with this useful guide.
New Digital Marketing Hub subscribers that did not previously have a My Marketing plan need to register for Birthday SMS via Mercury. Refer to this setup Process here.
Customising Birthday SMS templates in Mercury
Only admin and partner level Mercury users can access the Birthday templates that have a Digital Marketing Hub subscription.
1. Go to the Admin tab in Mercury.
2. Click on CRM Settings.
3. Select the Birthday SMS templates button.
4. Click edit to change the message. There is an option to add tags in here too if required. IE, {{FirstName}}
5. Click Save.
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