Birthdays
Send thoughtful, automated birthday messages to stay connected with students
The Birthdays module helps you nurture relationships by adding a thoughtful, personal touch to your student communications. Each year, students receive a customised birthday message. It is a small gesture that strengthens connection and keeps your institution part of their journey.
It is a simple, automated way to make every student feel recognised and valued without adding to your team’s workload.
Key features
Personalised messages, precise audiences, and true set and forget
Customised birthday messages
Send personalised messages to each student automatically.
- Choose email, SMS, or SMS with email fallback
- Branded and tailored to your institution
- Sent at 10:00 daily to eligible students
Audience control
Keep messages relevant and compliant.
- Respects marketing opt outs automatically
- Option to limit to students with selected topics
- Time based cutoff to stop messages after a set period
Set and forget automation
Once configured, the module runs quietly in the background.
- No manual work needed after setup
- Maintains light engagement between larger campaigns
- Keeps communication consistent year round
FAQs
Birthdays FAQs
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?
Messages are sent automatically at 10:00 each day to eligible students.
Can we stop messages after a certain time?
Yes. You can set a cutoff period, for example 24 months, to stop messages 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 messages by selecting a particular topic, ensuring relevance and compliance.
Who uses Birthdays the most?
Most used by: Marketing teams.
