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Birthday WhatsApp messages for customers

A birthday message is the one marketing message people are glad to get, if it sounds like it came from someone who knows them. These are short, use the name properly, and leave out anyone whose name you do not have rather than greeting them as “Customer”.

Checked against Meta’s rules 5 templates · all Marketing

Before you submit

What decides whether these go out.

  • Birthday wishes are Marketing. Meta’s own example of a Marketing template is a happy-birthday message. Submit it as Marketing.
  • No name, no message. “Happy birthday, Customer” tells the person they are a row in a list. Give the variable a fallback that reads naturally, or leave people without a first name out of the send.
  • Send it on the day, in their morning. A birthday message a day late, or at 3am, undoes itself. talkv’s birthday filter finds whose birthday it is today, in your workspace’s timezone.
  • A family on one number gets one message. WhatsApp knows a number, not a person. When several people share a phone, greet the one whose birthday it is, by name, and send once.

The templates

Copy, adjust, submit.

Replace anything in [square brackets] with your own words before you submit. The numbered blanks are filled for each person when you send. In talkv, paste the text into Templates → New and the same rules are checked before it goes to Meta; in WhatsApp Manager, add a sample for each blank.

Marketing English

A plain birthday wish

birthday_wish

Short on purpose. The shorter a birthday message, the less it reads like marketing.

The text to submit

Happy birthday, {{1}}! Everyone at [your business name] wishes you a wonderful day and a great year ahead.

Buttons: Stop promotions

{{1}}
First name of the person whose birthday it is

Happy birthday, Anita! Everyone at [your business name] wishes you a wonderful day and a great year ahead.

10:30

  • Stop promotions
With sample details filled in.

Marketing English

A birthday treat

birthday_offer

Give the offer a real end date. “This week” with no date leads to arguments at the counter.

The text to submit

Happy birthday, {{1}}! To celebrate, here is {{2}} off anything you like this week. Use code {{3}} online or show this message in store before {{4}}.

Buttons: Choose your treat (link to https://example.com/birthday) · Stop promotions

{{1}}
First name
{{2}}
The discount
{{3}}
The code
{{4}}
The last day it works

Happy birthday, Anita! To celebrate, here is 15% off anything you like this week. Use code BDAY15 online or show this message in store before 24 October.

10:30

  • Choose your treat
  • Stop promotions
With sample details filled in.

Marketing English

Someone else on the number

birthday_family_member

For a parent’s number with a child’s birthday on it — schools, clinics, coaching. In talkv the variable can be filled from whoever on the number has their birthday today.

The text to submit

Wishing {{1}} a very happy birthday today from all of us at [your business name]. We hope the whole family has a lovely celebration.

Buttons: Stop promotions

{{1}}
Name of whoever on this number has a birthday today

Wishing Aarav a very happy birthday today from all of us at [your business name]. We hope the whole family has a lovely celebration.

10:30

  • Stop promotions
With sample details filled in.

Marketing English

A birthday appointment

birthday_salon_treat

Replace the treat with your own. An offer tied to a visit works better than a discount code for a service business.

The text to submit

Happy birthday, {{1}}! Book any appointment this month and your blow-dry is on us. Tap below to choose a time.

Buttons: Book now (link to https://example.com/book) · Stop promotions

{{1}}
First name

Happy birthday, Anita! Book any appointment this month and your blow-dry is on us. Tap below to choose a time.

10:30

  • Book now
  • Stop promotions
With sample details filled in.

Marketing English

A year of working together

client_anniversary

The business version of a birthday. Inviting a reply opens a conversation, which is worth more than the message.

The text to submit

Hello {{1}}, it is a year since {{2}} started working with us. Thank you for the trust. If there is anything we could be doing better, simply reply to this message.

Buttons: Stop promotions

{{1}}
Contact’s first name
{{2}}
Their company, or “your team”

Hello Rahul, it is a year since your team started working with us. Thank you for the trust. If there is anything we could be doing better, simply reply to this message.

10:30

  • Stop promotions
With sample details filled in.

Questions

Asked about these messages.

Something else? Write to us — a person answers.

Can I send birthday wishes automatically on WhatsApp?

Yes, with the WhatsApp Business Platform. Store each customer’s birthday, then send an approved Marketing template each morning to the people whose birthday it is. In talkv that is a broadcast to a birthday filter, scheduled daily.

Is a birthday WhatsApp message free?

No. A birthday wish is a Marketing template, and Meta charges for each one delivered, at its rate for the recipient’s country, billed to you directly. Software providers usually add their own fee on top. Nothing is charged for a message that is not delivered.

What if I do not know the customer’s name?

Leave them out of the birthday send, or write the template so it does not need a name. A blank or “Dear Customer” in a birthday message is worse than no message.

More templates

Other template collections

talkv sends these to your whole list from your own WhatsApp number, leaves out anyone who has not agreed or has unsubscribed, and shows you who before you send. Meta bills you directly for the messages; our fee is per message, with no subscription.

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