How to Send automatic birthday greeting message through WhatsApp

WhatsApp notification as a birthday greeting message:

Send personalized birthday greetings using WATI in HelloLeads CRM. Simplify the process, strengthen customer connections, and make their special day memorable—automatically and effortlessly!

How It Works:

Simply set a birthday date for each lead in HelloLeads CRM, and let the system handle the rest! On their special day, your lead will automatically receive a personalized WhatsApp birthday greeting via WATI—making them feel valued and appreciated.

How to do:

Step 1:

Configure your WATI Secret Key and Client ID in the CRM. Create and manage HelloLeads templates in the "Hello-WhatsApp" section within HelloLeads CRM.

Step 2:

Click the 'Auto Birthday message' feature in WATI integration on your HelloLeads CRM.

Wati-birthday

Step 3:

Enable the checkbox, select your preferred birthday template, and click Save. Your WhatsApp birthday notification has been successfully set!

Wati-birthday

Step 4:

While adding / editing leads, capture their date of birth under Info+ section, make sure to enable “Auto wishes” option.

Wati-birthday

Every day all your leads who are celebrating their birthday on that day (with date of birth, given in their info+ section and auto wish enabled) will receive a WhatsApp message with the template that you have setup in HelloLeads CRM.