How to Change the Template in Greetings?

Go to “Campaigns” in the main navigation bar on the left-hand side.

On the "Campaigns" page, click the "Greetings" tab.

Click the "Manage greetings" button.

A "Configure Greeting" pop-up will appear. Define the following:

• Greeting Type: Choose "Birthday" or "Anniversary."

• Customer Segment: Select your target audience. Options include:

  • All Customers: Reach everyone in your database.

  • By Gender and Age: Tailor your message to specific demographics.

  • Returning Customers: Engage clients who have had appointments.

  • Non-Returning Customers: Reconnect with inactive clients.

Assign a descriptive name for your campaign.

Click "Add message” and then click “Add a new greeting template”. Choose a new template from the repository based on your preference.

Click "Assign" to update the linked template for your greeting