Birthday and anniversary WhatsApp automations are live in Rezervem Connect. Open Automations in the mobile app, choose the restaurant and switch on its birthday or anniversary automation. Connect selects guests whose occasion dates match the schedule, applies messaging permission rules, sends the approved WhatsApp template and records the results. Each restaurant enables its own automations.
Who is this for?
Restaurant owners, hotel restaurant managers and guest-relations teams use this feature to remember guests' birthdays and anniversaries without building a separate campaign every morning. Define the occasion, sending window and restaurant once; Connect runs the recurring workflow. Multi-venue teams can manage each restaurant's automation separately.
1. Open the restaurant's Automations screen
In the Rezervem Connect mobile app, open the Automations section. Select the restaurant whose guests should receive the message. The screen lists birthday, anniversary and other available automation types, along with the enabled state and the latest run information.
Owners and CampaignManagers can change a restaurant's automation settings. Staff with view-only access can review the information without changing sending rules. This keeps operational responsibility with the restaurant.
2. Select birthday or anniversary
Choose Birthday for a guest's birthday message or Anniversary for a commemorative occasion. Each is a separate automation that the restaurant turns on or off independently. Connect evaluates occasion dates using the restaurant's local calendar and the relevant guest record.
For groups with several restaurants, select the correct restaurant before changing settings. A win-back automation is a separate workflow based on visit history, not an alternative name for birthday or anniversary messaging.
3. Set the sending window
Choose how many days before the occasion the message should be sent and select the allowed time window. Connect uses the restaurant's time zone and the schedule defined for that automation. Plan the timing around the guest experience—for example, whether a birthday invitation should arrive before a weekend visit.
Coordinate communication schedules across the restaurant group so that guests do not receive overlapping invitations from separate teams. Connect records each automation run and applies its repeat-send rules within the same occasion period.
4. Use the approved template
For linked Rezervem restaurants, the automation uses the prepared Meta marketing template for the chosen occasion. The template personalises the guest and restaurant names and offers the supported reservation button. Meta approval is required for the template.
Independent Connect accounts select their own approved template for the occasion automation. Describe only actual offers, gifts and benefits. Do not send a message promising an invitation or reward the restaurant has not arranged.
5. Apply permissions and enable the automation
Marketing messages require the applicable rules under Turkish Law No. 6563, İYS records and Meta WhatsApp opt-in. Connect filters guests who lack the necessary permission, have opted out or have been blocked. Knowing a guest's birthday does not itself authorise promotional messaging.
Switch on the selected automation in the restaurant's Connect Automations screen. The setting and last run status are shown there. The restaurant can switch the automation off again or adjust the schedule without rebuilding its guest contact database.
6. Read the automation results
Open the resulting campaign and review messages sent, delivered and read, plus failed or excluded recipients. Responses to quick-reply messages are available in the campaign results. Keep message engagement separate from a completed restaurant booking or guest visit.
Review the restaurant's latest run and assign a team member to handle booking requests from replies. If you change the sending window or disable the automation, the updated rule applies to subsequent runs; there is no need to manually recreate the campaign each day.
Where Rezervem fits
Rezervem Connect provides live birthday and anniversary WhatsApp automations, managed per restaurant. The restaurant enables the automation from the mobile app and chooses the sending time; Connect selects eligible guests by occasion date and sends the approved template. You track campaign and automation results in Connect. Manager provides a read-only campaign summary.
Important limitations
- A guest's occasion date is not marketing permission; applicable ETK/İYS and Meta WhatsApp rules apply.
- An automation is switched on by each restaurant; a disabled automation does not send messages.
Frequently asked questions
- Do birthday messages send automatically? — Yes. Once the restaurant enables the birthday automation, Connect runs it according to the occasion and sending schedule.
- Can anniversary messages be automated separately? — Yes. Anniversary is an independent automation type with its own on/off setting.
- Will an opted-out guest receive a promotional message? — No. Connect applies eligibility and refusal rules before sending.
- Must each restaurant enable it? — Yes. Automations are managed per restaurant.
