Hot to set up the Birthday Club app

This article describes how to setup the Birthday Club app at Clearline Marketing Center
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Written by Anastasia
Updated 10 months ago

The setup of your Clearline account can be undertaken during the initial creation or later, from the Admin Panel.

1. Directly access the app or go to the Admin Panel and open the Marketing App Setting from the menu on the left side.

2. Select one of the coupons you would like your customers to receive on their birthday, and establish a delivery time for the message.

3. Configure delivery methods and press Save button.

If you have a distinct link from a product used separately from the Clearline Marketing Center, you can incorporate it here. Otherwise, you will encounter a notification represented by an orange triangle.

4. Remain patient while your settings are being configured.

Once complete, you'll receive an email confirming that your Clearline Marketing Center account is fully operational, and the Birthday Club app is ready for use.

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