View customers' birthdays

There's a lot of excellent ways to encourage customers to visit your shop, but one of the most fun is with a birthday invite! Whether you're simply reaching out to say "happy birthday!" or sending them a coupon in honor of their special day, they'll be happy to hear from you. 

And you can easily track customer birthdays in Ascend.

See customer birthdays


1. From the Ascend desktop, select View > Birthdays.



A list of your customers with their birthday opens. The list is automatically filtered by the Days Left column, indicating how many days until your customers' birthdays. The customers at the top of the list have birthdays coming up the soonest (for example, I have 18 days until Bronn Blackwater's birthday)


Email customers


If the customer's Customer record includes their email, you can email them directly from this page. 

1. Highlight the customer you want to email. If they have an active email address, the email icon will be active at the top of the page.

Sherpa tip

You can  highlight multiple customers (by holding Control on your keyboard while clicking) who have attached email addresses to email more than one person at a time.

2. Once the customer is highlighted, select the Email icon.
3. An email window opens.

The subject is automatically filled with Happy Birthday!. If you selected multiple customers to email, they will be BCCed (and not be able to see who else was emailed). 



4. Edit the email as needed.
5. Click the Send icon when you're ready to send the email. 

Additional Resources

Video: Create a Customer

Trek University Video: Selling to women

Trek University Video: Track gender data


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