You can send birthday/event chats to users on Beekeeper via Zapier.
To do this, follow these steps:
- Create an 'Anniversary' or 'Birthday' bot account in the Beekeeper Dashboard
- Create your bot account
- Make sure to assign the bot admin permissions
- If not yet created, add Birthday and/or Anniversary Profile Fields in Beekeeper
- Dashboard > Settings > Profile Fields
- Make visible to 'Everyone'
- Create a Zapier Account
- Visit Zapier's website here
- Visit Zapier's website here
- Set up a Zapier Trigger
- For Profile Field, use field created in Step 2
- Select Trigger Event "Anniversary" (same for both Anniversary and Birthday - this just refers to using a date profile field)
- Select the Beekeeper account: use the access code for the Bot Account created in Step 1
- Set up trigger
- Create a Zapier Action
- Select Action Event: "Send Message to User"
- Select the Beekeeper account: use the access code for the Bot Account created in Step 1
- Set up the action by selecting username variable as Recipient and customising Message Text
- 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.
If the test was successful, turn the Zap on:
- Select Action Event: "Send Message to User"
Warning! Connecting Zapier to Beekeeper by bot and key provides Zapier access to data in the Beekeeper tenant.
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