Customising Birthday SMS templates

The Birthday SMS feature is included in the Lite Touch and Premium Digital Marketing Hub plans. They are currently sent from your Mercury account. 

You can decide who receives a birthday SMS by ensuring clients have the below information on their contact record in Mercury. 

• Date of birth
• Birthday SMS category, which is called “MM – SMS” is assigned.

Clients who meet the above criteria will receive a “Happy Birthday” text message on their birthday. 

If you’d like the SMS to appear from your phone number, rather than a generic Connective number, you can register your mobile number in Mercury, so your clients can reply directly to you.

Learn how to assign contacts here.

Customising Birthday SMS templates in Mercury

You can customise the Birthday SMS template to make it more personalised. Admin and partner level Mercury users can access the Birthday templates that have a Digital Marketing Hub subscription as follows:

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. For exqample, {{FirstName}}

5. Click Save.

Note: Brokers or Admins that are in a Virtual Branch will not be able to edit the Birthday SMS message on their CRM settings. Only Users that are in the Main Branch can edit the Birthday SMS template on their CRM Settings.

The Company Name from Partner Details will be added automatically at the end of the SMS template.