Optional add-on

Make every special date feel remembered. Without another manual reminder.

Schedule approved WhatsApp greetings for birthdays, anniversaries and custom dates with a dedicated recipient list and repeat-send safeguards.

Optional add-on · rollout/plan eligibility applies
What you can do

Practical features, connected workflows.

Exact access depends on plan capacity, integration setup and rollout eligibility.

01

Birthday and anniversary wishes

Send approved, personalized greeting templates based on saved dates.

02

Custom recurring reminders

Configure other eligible date-based occasions and recurrence where enabled.

03

CSV/XLSX import

Map your recipient names, phone numbers and dates from files, with validation.

04

Separate recipient list

Maintain wish recipients independently of Contacts, with optional permitted sync.

05

Template and media mapping

Select approved WhatsApp templates and configure the fields needed for each message.

06

Delivery records & duplicate protection

Review results and prevent accidental duplicate greetings for the same event.

How it fits

A connected customer workflow

From setup to follow-up, the steps stay visible in one workspace.

01

Import consenting recipients

Prepare dates and opt-in data in a dedicated list.

02

Choose an approved template

Set time, timezone and event-based personalization.

03

Review delivery history

Monitor scheduled sends and event-level outcomes.

Optional add-on

Give customer relationships a thoughtful, scheduled touch.

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