Send Automated Happy Birthday Text Messages To Clients [+Sample SMS Templates]


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Texting has taken over the marketing world. These quick and effective messages can outperform email and social media messages. That’s why SMS marketing is a popular option for small business owners. Businesses often use a CRM platform like PocketSuite to create and send targeted text messages to their clients or leads. All you need to get started is your client’s contact information and the right software to automate your text campaign.

PocketSuite is the best text messaging service for your business. With PocketSuite’s Smart Campaigns feature, you’ll be able to segment your clients into groups and send targeted campaigns. Each smart campaign comes with a customizable template to make it easy for you to craft your message. 

One of the most popular and most profitable uses for text marketing is to send birthday wishes or anniversary reminders. It’s a small gesture that makes a big impact on your client experience. Our pros use the Wish a Happy Birthday or Send Anniversary reminder smart campaigns to show clients appreciation on their special day.

Here are sample text message templates for clients from successful smart campaigns:

{firstname}, Happy Birthday! Here’s a special treat for your special day, tap the link below to book your next session and claim your birthday treat {checkout_link}.

{firstname}, Wishing you a joyous Birthday! As a gift from us, enjoy $10 off any service or package you choose to book on your birthday. Just click the link below to schedule your next session and claim your birthday discount {checkout_link}. Plus, you’re welcome to upgrade your session with a complimentary service. Don’t forget to mention that it’s your birthday! Ready to book?

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{firstname}, Happy Anniversary! We can’t believe it’s been one year with you! Here’s a special treat for your special day, tap the link below to book your next session and claim your anniversary treat {checkout_link}.

Smart Campaigns are a game changer for service-based businesses. Just remember to include direct links to specific services, packages, and subscriptions in your smart campaign. Watch this video to get started using Smart Campaigns on PocketSuite:

PocketSuite is the all-in-one app for independent service professionals. From bookings to payments to contracts, we have everything you need to run and grow your business!