The Birthday SMS feature is included in the Lite Touch and Premium Digital Marketing Hub (DMH) plans, Learn more. They are currently sent from your Mercury Nexus account.
You can decide who receives a birthday SMS by ensuring clients have the below information on their contact record in Mercury.
Date of birth
The birthday SMS category, which is called “MM - sms” is assigned.
Clients who meet the above criteria will receive a “Happy Birthday” text message on their birthday.
If you’d like the SMS to appear from your phone number, rather than a generic Connective number, you can register your mobile number in Mercury, so your clients can reply directly to you.
Learn how to assign contacts here.
Customising Birthday SMS templates in Mercury
You can customise the Birthday SMS template to make it more personalised. Admin and partner level Mercury users can access the Birthday templates that have a Digital Marketing Hub subscription as follows:
Go to the Admin app in Mercury Nexus.
Click on CRM Settings.
Select the Birthday SMS templates from the top menu.
Edit the messages in the Weekday SMS and Weekend SMS sections.
You can use the tags to personalise your message. For example, ##{{FirstName}}Click Save.
Notes:
Brokers or Admins that are in a Virtual Branch will not be able to edit the Birthday SMS message on their CRM settings. Only Users that are in the Main Branch can edit the Birthday SMS template on their CRM Settings.
Your Trading Name will be automatically added at the end of your text message. You can change this in the Partner Details section within the Admin app of your Mercury Nexus. You can also contact Mercury Helpdesk via chat or email [email protected] so they can help you change your Trading Name.
Birthday SMS are only sent on weekdays. For those whose birthday falls on a weekend, the Birthday SMS will be sent on a Friday.