Send birthday SMS then follow up with email to customers

Your birthday contacts miss timely personalized outreach and referral chances drift. Add same-day SMS plus a short follow-up email so you preserve engagement before renewal moments.

Overview

Birthday touches are small but high-impact; missed messages let relationships cool and hurt referrals. This flow sends a same-day SMS then a quick follow-up email from your contact table so business owners and customer success staff preserve engagement the same day.