How to Automate Birthday Reminders
Strengthen bonds with a simple birthday wish
A birthday message shows you care about the person, not just the business. NexaLink CRM tracks birthdays and sends you reminders so you never miss an opportunity to strengthen a relationship with a personal touch.
Before You Start
- NexaLink CRM account
- Contacts with birthday data
Step-by-Step Guide
Add Birthday Data
For each contact, add their birthday in the profile details or import it from your phone contacts.
Enable Birthday Reminders
Go to CRM Settings and turn on Birthday Reminders. Choose how many days in advance to be notified.
Customize Your Message Templates
Create birthday message templates for different contact types (clients, partners, colleagues).
Choose Delivery Channel
Select how you want to be reminded: push notification, email digest, or both.
Send Personalized Wishes
When the reminder arrives, use the template as a base and add a personal touch before sending.
Why This Matters
AI Follow-up Suggestions
Get smart reminders on who to contact and when.
Relationship Scoring
See which connections need attention at a glance.
Context Recall
Never forget where you met someone or what you discussed.
Network Analytics
Weekly insights on your network health.
Pro Tips
Expert advice to get the most out of this workflow
Related Features
Smart follow-up suggestions
Track connection strength
Remember every conversation
Track where you met contacts
Network health reports
Auto-fill contact details
Frequently Asked Questions
How does relationship scoring work?
Our AI analyzes interaction frequency and engagement to score each relationship.
Will it remind me to follow up?
Yes! Smart suggestions based on relationship score and time since last contact.
Does it sync with other NexaLink apps?
Yes! Scanner and Digital Card contacts sync automatically.
Ready to Try It?
Follow this guide and automate birthday reminders in just 5 minutes setup.
