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DONGNGUYEN's avatar
DONGNGUYEN
Qrew Trainee
2 years ago

AUTO SEND SMS TO CUSTOMER BIRTHDAY.

Hi guys, I am wondering how to auto send sms to say happy birthday to our customer. I use know how to use twilio to send sms, but in pipeline it need to get trigger, I want to it to be automatic. does anyone know how to do it? to sum it all, It should track today date, and customer birthday, whenever it come to customer birthday then it send a sms to customer automatically.



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DONG NGUYEN
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  • JoelHickok's avatar
    JoelHickok
    Qrew Cadet
    2 years ago

    Create a Pipeline that runs every night at midnight.  Get customer profile records.  Loop through every record.  Check each record to see if today's date is equal to customer's birthday.  Send text to customer.