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:

• 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
    
    
• 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: