Texta provides just the smartest, easy to use auto responders feature anywhere. You will be amazed and wonder, … why hasn’t anyone else thought of this?

Show your clients how much you care by never forgetting their birthday again. If you have created a customer field to hold birthdays in your database, you can use Texta to automatically send Happy birthday messages to your client.

From the messages Tab

  • Click the ‘Create new SMS campaign’ button
  • Give your message a name – ‘Birthday message’ sounds good.
  • Skip the Select Recipients’ step by clicking on the ‘3. Campaign Type’ header
  • Click ‘Build Campaign’ under the Broadcast SMS option
  • Type your Happy Birthday message. Remember to use smart tags to personalise your message
  • Click on ‘Save and continue to next step’ button

Do not click the ‘Schedule Campaign’ but Exit the Create a SMS message screen by clicking on the ‘Automation Tab

From the Automation Tab

  • Click the ‘Create a new Auto Responder’ button
  • Give you Auto Responder a name. Something clever like ‘Birthday Auto Responder’
  • From the ‘Select an event trigger’ drop down menu select Matches a Date option
  • Check the box next to the mailing list that has the birthdays
  • Skip the matches the following additional conditions – Advanced feature.
  • From the ‘then send SMS based on’ drop down menu select the message you created in the above step. In this case ‘happy Birthday message’ campaign
  • From the ‘Send this’ box choose a time to sent the message
  • Click the ‘Create Auto Responder’ button

Congratulation! Autoresponder has now been created so that when Texta finds a birthday that matches the current day, Your Happy Birthday SMS will be sent to the contact.

One more thing. A copy of your Message, in this example ‘Welcome Message’ is placed into the SMS Templates folder – found on the Message Tab. It is this copy that will be used by the Auto Responder.