Workflow templates / Marketing & re-engagement
Birthday offer with follow-up
Opt-in, birthday question, then a reminder three days later.
Works with: Any channel
How it works
- A customer sends your keyword.
- It asks 1 quick question and saves the answer.
- It waits, then follows up.
- It finishes with a friendly message.
Steps in the workflow: Trigger, Send message, Send message, Wait for reply, Set contact field, End, Delay, Reply buttons.
Who it is for
Shops, salons and studios that run birthday offers.
Good to know
- Tips for this template
- Set the button link before you turn it on.