Birthdays are a great opportunity to connect with your clients – and imagine being one of the first people, every year, to wish them a happy birthday! Using the Triggers system, LockedOn automatically sends a beautiful, personalised email and SMS to your clients, every year on their birthday. Simply enable the Happy Birthday trigger, and LockedOn takes care of the rest.

In one click, you can enable the Happy Birthday trigger in your LockedOn account. LockedOn comes with pre-built templates (SMS and email) which will send at 10am on the morning of each client’s birthday. You can completely customise these templates, and expand on the trigger if you wish, to suit your business. Check out the video below to see how it works.