Birthday Messages

The Birthday Campaign automatically sends a friendly message to your patients on or near their birthday every year. With Birthday Campaigns you have the option of creating different birthday greeting types for males and females.

General Guidelines

Start with email campaigns and use "Copy" to create corresponding text campaigns.

Birthday Main Screen

This screen is accessed by clicking anywhere in the Create Birthday Greetings box.

You can also access this screen from anywhere in InTouch by clicking Communications, then Birthday.

"Send Now" Button

This button is provided for all active Birthday Campaigns. If you have a suspicion that messages may not have gone out according to the schedule due to some technical error on your end or the SMS provider's, clicking Send Now will trigger all the campaign's scheduled messages to be sent immediately.

You then will see this message:

Click Yes to send the message.

 

Click here for instructions on how to create a Birthday Campaign.