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Birthday Greeter

Works on:

A birthday is the easiest reason there is to message someone. Birthday Greeter brings every Facebook friend's birthday into one list, reminds you in the morning, and sends a greeting in one click. On Platinum it can greet everyone for you, on the day, with a card or a short video.

What each plan gets​

  • Plus: the full birthday list, the morning heads-up, the calendar file, and Greet now to send a greeting yourself in one click, with a card, picture or video.
  • Platinum: everything in Plus, plus automatic greetings, scheduled greetings, "Ask me before sending", greetings by CRM tag and Google Calendar sync.

Getting your birthdays in​

  1. Click Birthday Greeter in the sidebar, under CRM & Leads.
  2. Click Sync birthdays. Messenger Organizer opens a Facebook tab in the background for about a minute and reads your friends' birthdays.
  3. When it finishes, the Upcoming tab shows today's birthdays, the next 7 days and the rest of this month.

Turn on Re-sync every week in Settings and new friends and changed birthdays are picked up on their own. If Facebook leaves a month out of a sync, the page says so instead of showing you an empty month.

Greeting someone by hand​

  1. On Upcoming or All birthdays, click Greet now next to a friend.
  2. Pick a greeting, or choose Use a template… to start from one of your saved Templates. Your template variables and {first_name} are filled in for each friend.
  3. Under Card or video, choose a ready-made card, your own picture or GIF, one of your videos, or Words only.
  4. Send it. A Facebook tab opens, sends the greeting and closes on its own. Leave it open until it does.

A greeting sent up to 30 days before the birthday counts as this year's greeting, so nobody gets a second one on the day. The row then reads Greeted early.

Cards and videos​

  • Ready-made cards: eight designs, each with the friend's first name written on it. Turn off Write their first name on the ready-made cards if many of your friends use a nickname or a business name on Facebook.
  • Your own image or GIF: upload it once and pick it like any other card. GIFs stay animated.
  • Your own video: upload up to three short videos (MP4, MOV or WebM, up to 25 MB each). Videos are kept on this computer only. If you restore a backup on another computer, upload them again there.

Pick several cards in Settings and each friend gets one of them at random.

Automatic greetings (Platinum)​

  1. Open the Settings tab and turn on Automatic greetings.
  2. Under Greetings, write a few greetings. Each friend gets one of them at random.
  3. Choose Send on: The day before their birthday, On their birthday or The day after their birthday. Some people prefer the day after, when their inbox is quieter.
  4. Choose the hours to Send between. This uses this computer's clock, so Chrome needs to be open then.
  5. Click Save settings.

From then on, each birthday gets a greeting at the time you chose. If Chrome was closed and the day was missed, a belated greeting goes out the next day instead, unless you turn that off.

Turning automatic greetings off stops every automatic and approval greeting from going out. Greetings you send yourself with Greet now still go when you press it.

Choosing who gets a greeting (Platinum)​

  • Who gets them: greet Everyone, Only friends with these tags, or Everyone except friends with these tags. Tags are the folders you use in your Facebook CRM.
  • Greetings by tag: give a tag its own greetings, for example something more formal for clients.
  • Exclude a friend: on All birthdays, exclude anyone you never want greeted automatically, or give one friend their own greeting.

Ask me before sending (Platinum)​

Turn on Ask me before sending and the day's greetings wait on the Upcoming tab with Waiting for your OK. Change the words if you want, then Approve them one by one or Approve all. Skip any you don't want sent. With this on, the morning notification tells you how many greetings are waiting.

Birthdays in your calendar​

  • Calendar file (Plus and Platinum): in Settings → Calendar, download every birthday as a file for Google Calendar, Outlook or Apple Calendar. Import it once and each birthday repeats every year.
  • Google Calendar (Platinum): with Google Calendar connected in Settings, turn on Keep birthdays in Google Calendar. New friends and changed birthdays are added after each sync, each event links to a Messenger chat with that friend, and one click removes them all again.

Checking what happened​

The Activity tab lists every greeting that was sent, skipped or held, and why. If a greeting was sent but Messenger Organizer couldn't see it appear in the chat, the line says to check it arrived. A greeting is never sent twice on its own once Send was pressed.

Next Steps: Keep new friends warm too, with the welcome message in Friends Automation.

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