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First name

Last name

Mobile

Company email

Company name

By providing your information, you confirm that you agree to the storing and processing of your personal information by Pendula as described in the Privacy Collection Statement.
thank you.

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flow templates
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Health & Disability Care
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Client communications
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Birthday Celebration
flow templates

Birthday Celebration

This template can be used for wishing a client a happy birthday from your organisation. To support this template you may need to create an additional field in your data source, which continually calculates the *next birthday (each year) of a client based on their date of birth.

Setup guide

To apply this template in Pendula, simply select a scheduled flow and set this to run on a daily basis. We generally recommend a time between 9am-12pm. This means that when it is triggered to run, it will send to all client records based on the criteria specified below:

  • To ensure the communication goes out on the day of their birthday set the *Next Birthday date to <selector>equals<selector> today. Set these using date formulas such as <selector>TODAY()<selector>
  • For more information on Date Formulas, please see this article in the Pendula Help centre.
  • Client Status <selector>equals<selector> 'current' or 'active'

What's the difference?

Broadcast
  • Send birthday celebration
Conversation
  • Send birthday celebration

Pendula flow

Suggested copy

Outbound SMS

Suggested Copy:

Hi {{FirstName}}, The team at {{OrganisationName}} would like to wish you a very happy birthday for today! We hope you have a wonderful day 🙂

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