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birthday

Good morning, I need to prepare an automation to send two WhatsApp messages taking into account the birthday of my customers.

The first WhatsApp message must be sent 10 days before the birthday. In the message we will send a favorable purchase proposal.

We will send the second message on the birthday. In the message we will send birthday greetings.

Are there any possibilities to obtain this?

Thanks in advance to anyone who wants to give me a hand to understand how to solve.
 
Good morning, I need to prepare an automation to send two WhatsApp messages taking into account the birthday of my customers.

The first WhatsApp message must be sent 10 days before the birthday. In the message we will send a favorable purchase proposal.

We will send the second message on the birthday. In the message we will send birthday greetings.

Are there any possibilities to obtain this?

Thanks in advance to anyone who wants to give me a hand to understand how to solve.
 

Preeti Paryani

Well-known member
Staff member
Hello @areamarketer,

Yes, this seems achievable. However, could you please share how you plan to collect your customers' birth dates and which applications you intend to use? This will help us assist you more effectively.
 
Hi, thanks for replying.
It would be great to store all the data in a crm. I could work with google sheets initially though.

If I figure out how to do it with Google Sheets I could definitely try with other software too.

Let me know what other information you need.

P.S. I am looking for a CRM Saas for agencies simple to compile, with a graphical interface similar to Swipe One. Unfortunately Swipe One does not allow you to manage the CRM with sub-accounts. If you have any suggestions I would appreciate it.
https://www.agencyhandy.com? startinfinity.com?
Thank you
 
Last edited:

Preeti Paryani

Well-known member
Staff member
Hello @areamarketer,

Apologies for the delayed response due to the festive holidays.

You can definitely achieve this automation using Google Sheets. Here’s how you can do it:

  1. Store Customer Data: You can save your customer data, including their birthdays, in a Google Sheet. If you're receiving this data from a CRM or another platform, you can set up an automation to automatically add this information to Google Sheets.
  2. Set Up Daily Check: Use a scheduler to check the sheet daily. The automation will check for birthdays on the current day and also look for birthdays that are 10 days away.
  3. Send Messages:
    • 10 Days Before: The automation will trigger the first WhatsApp message with a purchase proposal 10 days before the birthday.
    • On the Birthday: The second WhatsApp message with birthday greetings will be sent on the customer's actual birthday.
You can set this up in a workflow using tools like Pabbly Connect to connect Google Sheets with WhatsApp. If you'd like further assistance, feel free to reach out!
 
Hi, thanks for the reply. Could I see an example of how to send the message 10 days before the birthday? Do I need to use a spreadsheets formula?

I don't understand this. If possible, do you have a video to show me?
 
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