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Birthday, name-day and holiday greetings

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Translated from the Italian guide. Narciso itself is in Italian, so the names of buttons, menus and fields are shown exactly as they appear on screen, with a translation in brackets where it helps.

Narciso can send automatic greetings to clients, with a personal discount code for the birthday and the name day. There are two switches, both off by default and reserved for the Titolare (owner) (Comunicazioni settings):

Switch What it sends Time Discount
Gestione compleanni Birthday greetings Every day at 08:00 15%, valid 30 days
Gestione festività Greetings for the name day and for general holidays Every day at 08:05 Name day: 15%, valid 30 days. Holidays: none

The times are Italian time. The two jobs are independent of each other and of the assistant's other switches.

Contents
  1. Birthday
  2. Name day
  3. General holidays
  4. On which channel they arrive
  5. What they do NOT do
  6. What to do if
  7. Related entries

Birthday#

Every morning Narciso looks for the clients whose birthday is today (day and month of the date of birth on the record) and for each one:

  1. creates a personal promotion, visible only to that client: «Buon Compleanno Nome» (Happy Birthday Name), a percentage discount of 15%, a single use, valid 30 days from today;
  2. sends them the greetings with the code:

🎂 Tanti auguri, Nome! Da parte di Salone: un regalo per te, uno sconto del 15% con il codice CODICE, valido per i prossimi 30 giorni.

(Happy birthday, Name! From Salon: a gift for you, a 15% discount with the code CODE, valid for the next 30 days.)

  • The date of birth is needed on the record (Clients). Whoever was born on 29 February receives the greetings only in leap years.
  • It is sent once a year per client: if the job runs twice it does not double up.
  • Consent to commercial communications is not needed.
  • The promotion is created at the first location linked to the client (or the salon's first) and appears in Promotions with «Creato da» (Created by) Automazione compleanno (Birthday automation). Like any promotion it can be turned off, extended or deleted.

Name day#

Every morning Narciso looks at which names are celebrated today in the calendar of saints and looks for the clients whose name matches. For a compound name («Anna Maria») each word counts, but the client receives only one name-day greeting per year. The message is:

✝️ Buon onomastico, Nome! Da parte di Salone: un regalo per te, uno sconto del 15% con il codice CODICE, valido per i prossimi 30 giorni.

(Happy name day, Name! From Salon: a gift for you, a 15% discount with the code CODE, valid for the next 30 days.)

  • The code, as for the birthday, is personal, single-use, valid 30 days; it appears in Promotions with «Creato da» Automazione onomastico (Name-day automation).
  • Consent to commercial communications is not needed.
  • Each name has a single date in the year: you do not choose the saint.

General holidays#

With Gestione festività turned on, holiday greetings also go out, as a message only, with no discount:

Holidays with greetings
New Year's Day, Epiphany, Fat Thursday (Giovedì grasso), Shrove Tuesday (Martedì grasso), Valentine's Day To all clients
Easter, Easter Monday, Ferragosto (15 August), Halloween, Black Friday, Cyber Monday To all clients
Immaculate Conception, Christmas Eve, Christmas, St Stephen's Day, New Year's Eve (San Silvestro) To all clients
Women's Day Only to female clients
International Men's Day Only to male clients

The text is for example «🎄 Buon Natale, Nome! Da parte di Salone.» (Merry Christmas, Name! From Salon.)

  • They go out only to clients who have given consent to commercial communications.
  • For holidays reserved for one sex, the gender must be filled in on the record: without it, they do not go out.
  • Each client receives the greetings for each holiday once a year.
  • National holidays such as Republic Day, Labour Day, Liberation Day, All Saints' Day and St Francis's Day have no greetings.

The detail of the codes and promotions is also in Promotional code rules.

On which channel they arrive#

On the one where the client wrote most recently; if they have never written, on WhatsApp Personale with their number (if the salon has linked a phone) and finally by email. The rules are in Automatic messages to clients. If the client has no reachable channel, the message does not go out, but the code has already been created.

What they do NOT do#

  • They do not recover the past: if you turn the switch on after 08:00, that day's birthdays and name days do not go out; the next day it starts again.
  • There is no exclusion for a single client: to stop everyone, turn off the switch; for a single client, only the birthday (by removing the date of birth) and the holidays (by removing commercial consent) can be avoided from the record; the name day cannot.
  • The texts, discounts or validity days cannot be customised.

What to do if#

Situation What happens What to do
The birthday greetings did not go out Date of birth missing; switch off or turned on after 08:00; already sent this year; client deleted; no reachable channel Fill in the date of birth (Clients); check the switch
The name day arrives on the «wrong» day The name appears in the calendar on only one day You cannot choose the saint; if you do not want it, turn off Gestione festività
The greetings for a holiday did not go out The client has no commercial consent; for Women's Day or Men's Day the gender is missing; the holiday is not among those with greetings Check the client's record
The discount code does not work at the cash desk Client not selected in the sale; code already used; expired (30 days); promotion deactivated Select the right client and check the promotion (Promotional code rules)
The client has the code but not the message The message went out on a channel they no longer use Look at the client's chat

Related entries#

Bot and automations