Birthday messages for clients
Wishing a client happy birthday is a small gesture that gets remembered. Here are messages for every type of client and tips to do it well.
A birthday message is one of the simplest ways to show a client they're not just a number. It takes a minute and often builds more goodwill than any campaign.
Here are seven messages for email and WhatsApp, plus some tips so they don't feel automated.
Tips for wishing a client happy birthday
- Use their name and, if you can, sign with a person's name.
- Send it on the day, not a week later.
- A treat helps, but isn't required: a discount, free shipping or an extra session.
- Don't sell: the message is a greeting, not a promotion.
- Ask permission to store the date and follow data protection rules.
7 birthday messages for clients
1. Formal
Dear [name], On behalf of everyone at [company], we wish you a very happy birthday. Thank you for your trust. Kind regards.
2. Friendly
Happy birthday, [name]! 🎂 Everyone at [company] wishes you a fantastic day. Enjoy it!
3. With a gift
Happy birthday, [name]! 🎁 To celebrate, you've got [gift] waiting for you this month. Have a great day!
4. For a long-time client
Happy birthday, [name]! We've been working together for [years] years and it's a pleasure to keep doing so. Here's to many more!
5. For a local business
Happy birthday, [name]! 🎉 Drop by [business] this week and [treat] is on us. See you soon!
6. On WhatsApp
Hi [name]! 🎂 Everyone at [company] wishes you a happy birthday. Enjoy your day!
7. Belated
Hi [name]! We know we're a little late, but we didn't want to miss wishing you happy birthday. Here's to a great year!
Send it in seconds with a shortcut
Save your greeting in NexoPad with a shortcut like /bday and variables for the name and the gift. When you type the shortcut in your CRM, email or WhatsApp Web, NexoPad asks for the details and writes the full message.
That way wishing each client happy birthday takes seconds, and you can always add a sentence of your own.
Frequently asked questions
Is it a good idea to wish clients happy birthday?
Yes, as long as you have their permission to store the date and the message is sincere, with no selling.
Email or WhatsApp?
It depends on how you normally talk to that client. Use the same channel.
Do I need to give a gift?
No. A personal message is already appreciated. A small treat is a bonus.
What about holiday greetings?
You'll find messages in our guide to holiday greetings for clients.
Published on October 11, 20265 min read
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