Birthday Email Templates

For Kit Types:CRM, MCA CRM (iMerchant), BPO

Using Birthday Email Templates, you may send emails to your clients on either their birthdays, or their business inception dates. This is a great feature to use if you want to build stronger relationships with these business owners and prove to them that you go the extra mile.


To get started using the tool, navigate from Tools & Reports, to Marketing, to Birthday Templates. Click the blue button titles Create New to formulate a new template in the template editor. You may enter the fields as follows:


  • Template Name: The name of your template.
  • Subject: The subject line of the email which will be sent to the merchant.
  • Trigger On: Set to never if you are just testing your template. Otherwise, set to Lead Birthday if you wish to send the email on the business owner’s birthday, or Lead Business Anniversary if you wish to send the email on the anniversary of the business’ inception date.
  • Apply Theme: You may choose from a handful of preset themes for your email.
  • Add Placeholder: Placeholders are dynamic values within the email which will hold different values when sending to different leads. For example {ContactFirstName} will be replaced by a business owner’s first name when the email is sent.
  • Sent Test To: You may enter a recipient here (preferably your own email) if you wish to test out the template, and see how it looks in an email.