Training: Send a Birthday Gift

 

 

Create a birthday automation:

  1. From the Operation tab, click Autopilot Mode and then Birthday Automations (or Anniversary Automations).



  2. Click Add Automation.



  3. Enter an automation name and select whether to match only the month or both the month and day.



  4. Select which action is performed.

    Note: If you choose to send a gift, you can either send the push notification message specified on the gift itself or send a new push notification to let them know the gift is a present for their birthday. Or if you send punches or points, you should send a "happy birthday" push notification too.



  5. Click Save.

 

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