How to Edit Your Birthday Text Message

If you use PinkSuccess Texting, you can customize the birthday text message that is automatically sent to your customers on their birthday.

Video Tutorial: This video goes over editing both the text and email automation.

1. Click Communications (speech bubble icon).

2. Click Text.

3. Select Templates.

4. Click Shared With Me.

5. Open the Customers folder.

6. Open the Birthdays folder.

7. Click Customer Birthday.

Text templates can be edited immediately after opening them.

1. Replace Copy in the template name with your name, for example, Customer Birthday (Shawn).

2. Edit the text message however you'd like.

You may want to update:

• The birthday discount

• The promotion being offered

• The wording

• The call-to-action

3. Click Save/Create Template.

Creating a new text template does not automatically update your automation.

1. Go to Contacts > Contact Lists.

2. Search for PS Customer.

3. Click View Automations.

4. Click the Edit (pencil) icon beside Customer Birthday Text.

5. Click to Choose Template.

6. Select the birthday text template that includes your name.

7. Click Save Automation.

Tip: If you just created the template, it will usually appear near the top of the template list.

Your birthday text automation will now send your customized birthday message.