Birthday, anniversary and other reminders
Pro + WhatsAppOn the Reminders tab, set a message to one person for a day you pick, and switch on birthday and anniversary wishes for the people who gave you those dates.
In your dashboard: People > WhatsApp > the Reminders tab > Follow up with somebody > Birthdays and anniversaries
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A message to one person
Open WhatsApp and the Reminders tab.
Under Follow up with somebody, pick Who. Only people who have written to your number are listed.
Pick When: from tomorrow to a year from now.
Type What to say, or leave it blank and one of three friendly wordings is picked.
Press Set the reminder. It goes out on the morning of that day.
Days are counted on your own clock, the time zone on Settings. You can use {name} for their first name, {holder} for yours and {card} for your card's address.
Birthdays and anniversaries
Under Birthdays and anniversaries, tick Wish people a happy birthday, Send anniversary wishes, or both, and press Save. Both are off to start with.
- The dates come from what people typed into your card's form.
- The wishes use one of three wordings shown on the screen.
- Each one is written a week before the day and appears under What is set, so you can call it off before it goes.
What is set lists every reminder with its day and how it is going. Press Call it off on one that is still waiting, and nothing is sent.
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