Vital CRM
Can the system automatically send a text message on the customer's birthday?

In marketing SMS, it can be scheduled to be sent based on important dates (birthdays).

1. Go to the SMS tab, click [Add] to create scheduling.
2. For the sending time, please click [Send on Important Date], select "Send at 12:00 (every year) 0 days before birthday", fill in the sending method and content according to your requirements, and click [Send] after confirming.

[SMS > Add > Send on Important Date > Send] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4196
系統是否可以在客戶生日當天自動發送簡訊呢？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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