Client Birthday & Business Anniversary

Name: Client Birthday & Business Anniversary
Brand: Intellivizz
Availability: InStock

Personalized birthday and business anniversary messages that keep the firm top-of-mind and strengthen relationships

StandardProfessional ServicesSaves 3-5 hours/week

What This Automation Does

Personalized birthday and business anniversary messages that keep the firm top-of-mind and strengthen relationships.

How It Works

Date Match

Custom field matches today

Type

Birthday or business anniversary

Birthday SMS

'Happy Birthday! 🎂 Wishing you a wonderful day from {{firm_name}}.'

Anniversary SMS

'Congratulations on {{years}} years in business! 🎉'

Tag

'birthday-wished-{{year}}'

This automation is included with your Intellivizz AI subscription.

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Compliance & Security

TCPA

All automated communications are consent-based with opt-out compliance.

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