Send Birthday & Anniversary In-App Messages (Using Zapier)

You can send birthday/event chats to users on Beekeeper via Zapier.

To do this, follow these steps:

1. Create 'Anniversary' or 'Birthday' bot account in Beekeeper Dashboard 
• Create your bot account
• Make sure to assign the bot admin permissions
  
  
  
2. If not yet created, add Birthday and/or Anniversary Profile Fields in Beekeeper
• Dashboard > Settings > Profile Fields
• Make visible to 'Everyone'
  
  
3. Create a Zapier Account
• Visit Zapier's website here
  
  
4. Set up Zapier Trigger
   
   • For Profile Field, use field created in Step 2
• Select Trigger = Beekeeper = Anniversary (same for both Anniversary and Birthday - this just refers to using a date profile field)
• Select Beekeeper Account: Use access code for Bot Account created in Step 1
• Edit Options
  
  
5. Set up Zapier Action
   • Recipient = 'Use Custom Field'
   • Recipient Name = 'Username'
   • Set Up Anniversary/Birthday message - click the '+' icon to add placeholders such as user's first name to further personalize the message
   • Recommended: Create a test user in your Beekeeper account, and make the user's birthday/anniversary date today's date. That user will populate as a test user at this step, and you will then be able to trigger a test to see if the chat message is working correctly.
• Select Trigger = Beekeeper = Send message to user in Beekeeper
• Select Beekeeper Account: Use same account as Step 4
• Edit Template