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Personalized greetings

Build client relationships with personalized birthday greetings and a special offer.

Client managementClient groupsMessage templatesGroup messages

Step by step

Strengthening client relationships through personalized messages.

1

Ensure clients have birth dates entered

Client management
2

Create monthly groups (e.g., "Birthdays - April")

Client groups
3

Prepare a greeting template with personalization and a special offer

Message templates
4

Send greetings to the group at the beginning of each month

Group messages

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