Birthdays

Send thoughtful, automated birthday messages to stay connected with students

The Birthdays module helps HE and FE teams nurture relationships by adding a thoughtful, personal touch to student communications. Each year, students can receive a customised birthday message by email or SMS.

It works alongside connected Student CRM tools such as Student Database, Campaign Manager, Comms Centre, and Knowledgebase, helping your team keep light-touch engagement consistent without adding manual work.

Birthdays dashboard in Student CRM showing automated birthday messaging settings

What is Birthdays?

Birthdays is a Student CRM module that helps universities and colleges send automated birthday messages to students and prospective students. It uses student data held in the CRM to send personalised email or SMS messages, while respecting marketing opt-outs, audience rules, selected topics, and time-based cutoffs.

Key features

Personalised messages, precise audiences, and true set and forget

Customised birthday messages

Send personalised messages to each eligible student automatically.

  • Choose email, SMS, or SMS with email fallback.
  • Use branded messaging that reflects your institution.
  • Send daily birthday messages to eligible students without manual checks.
Example of a personalised student birthday text message

Audience control

Keep birthday messages relevant, appropriate, and aligned with communication preferences.

  • Respect marketing opt-outs automatically.
  • Limit messages to students with selected topics or criteria from the Student Database.
  • Use time-based cutoffs to stop messages after a set period.

Set and forget automation

Once configured, the module runs quietly in the background and supports light-touch student engagement year-round.

  • No manual work needed after setup.
  • Maintain engagement between larger campaigns.
  • Keep communication visible through connected tools such as Comms Centre.
FAQs

Birthdays FAQs

Common questions about using Birthdays to send automated email or SMS birthday messages, manage eligible audiences, respect marketing opt-outs, and keep student engagement consistent inside Student CRM.

Can we send messages by both email and SMS?
Yes. You can choose email, SMS, or SMS with an email fallback if a student has not provided a mobile number.
When are birthday messages sent?
Birthday messages are sent automatically each day to eligible students based on the settings configured by your team.
Can we stop messages after a certain time?
Yes. You can set a cutoff period, for example 24 months, to stop messages being sent to students who have been in the CRM longer than that.
Do birthday messages respect marketing opt-outs?
Yes. Birthday messages are classed as marketing communications and are not sent to students who have opted out.
Can we target messages by topic?
Yes. You can limit which students receive birthday messages by selecting a particular topic, audience, or segment, helping keep communications relevant.
Who uses Birthdays the most?
Birthdays is most used by marketing, recruitment, outreach, and student engagement teams. It is especially useful for teams that want to keep light-touch communication personal and consistent.