How to Set Up a Birthday Offer Automation

Prerequisites

• Ensure customers have their Date of Birth on file in their CRM profile
• Have email or Twilio connected for sending

Steps

1. Navigate to: Marketing > Automations.

2. Click: New Workflow. Zipper offers a Choose a Template gallery — the quickest option is the ready-made Happy Birthday template (Email + SMS). You can also Start from Scratch.

3. If starting from scratch, set the trigger to Customer Birthday.
4. Configure timing: choose how many days before the birthday to send (e.g., 3 days before, on the day, etc.)
5. Add Send Email action:
   • Subject: “Happy Birthday, [First Name]! 🎂”
   • Body: personalized message + optional offer
6. Optionally add Issue Booking Credits action to grant a free session as the gift
7. Optionally add Send SMS for a text birthday message
8. Publish

Birthday Offer Ideas

• Free class — use the Issue Booking Credits action
• Discount code — create in Stripe and include it in the email
• Personalized message only — no offer needed; still drives goodwill

Tips

• Send 3 days before: Customers appreciate birthday offers they have time to use. Same-day or next-day often feels rushed.
• Set runs-once: Ensure the automation is set to run only once per customer per year, not every time the trigger fires.
• Missing birthdays: Run a contact list campaign to request birthday info from customers who haven’t provided it.

Troubleshooting

Some customers aren’t receiving the birthday message. Check: (1) their Date of Birth is on file, (2) they’re subscribed to email/SMS, (3) the automation is published (not in draft).

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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