Birthday
Birthday message for customers: 12 templates and when not to send
Quick answer
What should you write in a birthday message to a customer?
A birthday message to a customer has the person's name, the congratulations in one sentence and, if you want, a simple gift with a deadline to use it. Send it during the day, only to people who gave their date and accepted receiving messages. Congratulations that end in advertising feel like a sales visit, and the customer notices.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent
Birthday messages for customers on WhatsApp: short, formal, with a gift and for those who disappeared. Copy them and replace what is in brackets.
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See the 30 automatic message templates for customers, grouped by moment.
Summary in 7 facts
- Birthday messages for customers on WhatsApp: short, formal, with a gift and for those who disappeared.
- A birthday message to a customer has the person's name, the congratulations in one sentence and, if you want, a simple gift with a deadline to use it.
- Send it during the day, only to people who gave their date and accepted receiving messages.
- Swipe the table sideways to see all the columns.
- A gift with no purchase needed When you just want to please.
- Customer of many years For people who have received your congratulations before.
- Belated congratulations Up to three days after the date.
By the numbers
| Number | What it means |
|---|---|
| 30 templates | See the 30 automatic message templates for customers, grouped by moment. |
| 10% | In your birthday month, you get [10%] off [product or service]. |
| 5 years | It has been [5 years] celebrating your birthday together with us. |
| 67 businesses | The CertuAI team measured the time customer messages arrive across 67 businesses that answer with CertuAI's AI: 15.8% arrived on Saturday or Sunday. |
| 122,720 messages | CertuAI customer service data: 67 businesses of various kinds, 122,720 customer messages, from Jul 30 to Sep 30, 2026, measured on Oct 9, 2026. |
Which birthday message to send to each customer
Five situations and what to watch for in each.
| Customer | Message | Watch out for |
|---|---|---|
| Bought once | Short, with no gift | Do not fake familiarity |
| Always buys | With a detail about them | Do not repeat last year's |
| Gone for months | Congratulations and an open door | Do not ask why they disappeared |
| Another company | Formal, to the person or to the company | No discount: here the gesture is enough |
| Books appointments with you | Gift with a time slot | Say until when it is valid |
Swipe the table sideways to see all the columns.
Happy birthday message for customers: short templates
Short
For any customer, in the morning.
Feliz aniversário, [Nome]! Que o seu dia seja leve e o seu ano, melhor ainda. Um abraço de toda a equipe da [Empresa].
now ✓✓With a detail about the customer
When you know the person's tastes.
Parabéns, [Nome]! Hoje o dia é seu. Aqui na [Empresa] a gente lembra de você toda vez que [detalhe, como chega o seu café preferido].
now ✓✓Signed by the person who answers
When the customer always talks to the same person.
Oi, [Nome], aqui é o [seu nome], da [Empresa]. Passei só para te desejar um feliz aniversário. Aproveite o dia!
now ✓✓Formal
Law firm, consulting and a customer that is another company.
Prezado [Nome], a [Empresa] deseja a você um feliz aniversário, com saúde e muitas realizações. É uma satisfação ter você como cliente.
now ✓✓
Birthday message for customers with a gift or discount
A gift with no purchase needed
When you just want to please.
Feliz aniversário, [Nome]! Tem um presente esperando por você aqui na [Empresa]: [mimo]. É só passar até [data], sem precisar comprar nada.
now ✓✓Discount with a deadline
At the start of the birthday month.
Parabéns, [Nome]! No mês do seu aniversário, você tem [10%] de desconto em [produto ou serviço]. Vale até [data], é só mostrar esta mensagem.
now ✓✓Gift service, with a time slot
Salon, beauty, auto shop and other businesses with a calendar.
Feliz aniversário, [Nome]! Seu presente é [um serviço] por nossa conta na próxima visita. Quer que eu já veja um horário nesta semana?
now ✓✓
CertuAI demo with a fictional gym. When the customer replies to the congratulations wanting to use the gift, the next step is this: offer the time slots.
Birthday message by type of customer
Customer of many years
For people who have received your congratulations before.
Parabéns, [Nome]! Já são [5 anos] comemorando o seu aniversário junto com a gente. Obrigado por continuar por aqui.
now ✓✓Customer who vanished
When the person has not shown up for months.
Feliz aniversário, [Nome]! Faz tempo que você não aparece, e a gente sente falta. Quando quiser voltar, a casa é sua.
now ✓✓Anniversary of the customer's company
When your customer is another company.
Parabéns pelos [10 anos] da [empresa do cliente], [Nome]! É um orgulho fazer parte dessa história. Que venham muitos mais.
now ✓✓
Belated birthday message and reply to a thank-you
Belated congratulations
Up to three days after the date.
Oi, [Nome]! O parabéns chegou atrasado, mas chegou: feliz aniversário! Espero que o seu dia tenha sido ótimo.
now ✓✓When the customer says thank you
In the reply to "thank you".
A gente que agradece, [Nome]! Aproveite muito o seu dia. Quando precisar, é só chamar aqui.
now ✓✓
Three rules for the birthday message
So the congratulations do not look like direct mail.
Right name, right date
Congratulations on the wrong day or with the wrong name is worse than not sending. Check your records first.
Gift with a deadline and no conditions
Say until when it is valid. A gift that requires a minimum purchase is a promotion, and the customer knows it.
Congratulations first, the rest later
If you have news to share, wait for the person to reply. The birthday message only says congratulations.
See how it looks in your industry
Each industry gets different questions on WhatsApp. Pick yours to see how CertuAI's AI serves that kind of customer.
How not to forget your customers' birthdays
The WhatsApp Business app does not send messages by date. Without a system, this is the way.
Ask for the date at signup
Day and month are enough. Say what it is for: "so we can remember your birthday".
Write it down where you look every day
In the contact name, in a spreadsheet or in the customer records, with the day and month.
Check the week's birthdays
Once a week, pull out the people with a birthday in the next seven days.
Send in the morning, one by one
With the name and the template that suits that customer. The same text for everyone looks like a chain message.
A birthday is not a day to sell
The birthday message works because almost nobody besides family and friends remembers. When it comes with a price list, the customer understands the date was just a pretext. If the gift is a discount, say it in one line and stop.
People who reply to the congratulations usually reply right away, and often already want to use the gift or book a time. If that reply goes a day without an answer, the gesture loses its effect.
For clinics and practices, the templates for patients are in birthday message for patients. For people who stopped buying, see the message for lapsed customers, and for the December holidays, the Christmas and New Year message for customers. The general list is in auto-replies for customers.
When not to send a birthday message to a customer
Five cases where the congratulations come out worse than silence.
- The date did not come from the customer: a date of birth is personal data. Use only the one they gave you, never one that showed up on social media.
- There is an open complaint or a payment due: fix that first. Congratulations in the middle of a problem look careless.
- They asked not to receive messages: the request applies to birthdays too.
- At midnight: a message scheduled for the first minute of the day wakes the person up. Send it in the morning.
- The same as last year's: whoever keeps the conversation sees both, one under the other.
Birthdays fall on any day: CertuAI data
On average, two out of every seven birthdays fall on a Saturday or Sunday, and the customer replies to the congratulations on the day they get it. The CertuAI team measured the time customer messages arrive across 67 businesses that answer with CertuAI's AI: 15.8% arrived on Saturday or Sunday.
The number covers all customer messages. Birthday messages were not measured separately, nor how many customers reply to them.
| What was measured | Result |
|---|---|
| Messages that arrived on Saturday or Sunday | 15,8% |
| Messages that arrived at night on a weekday, 6pm to midnight | 12,7% |
| Customer messages that arrived outside Monday to Friday, 8 a.m. to 6 p.m. | 32,5% |
| Conversations whose first message arrived outside Monday to Friday, 8 a.m. to 6 p.m. | 34,6% |
Swipe the table sideways to see all the columns.
Source: CertuAI WhatsApp Customer Service Index, Q3 2026. CertuAI customer service data: 67 businesses of various kinds, 122,720 customer messages, from Jul 30 to Sep 30, 2026, measured on Oct 9, 2026. Business hours are Monday to Friday, 8 a.m. to 6 p.m., in each account's time zone. Test accounts, test contacts and imported history are left out. Redone every quarter.
Frequently asked questions
What is the best birthday message for a customer?
The short one, with the name: "Happy birthday, [Name]! May your day be easy and your year even better." No offer, sent in the morning.
How do you congratulate a customer professionally?
Use the name, one sentence of congratulations and the signature of the business or of the person who answers. For a law firm or business-to-business sales, prefer a formal tone and do not include a discount.
Is a birthday discount for customers worth it?
Only if it is simple: a gift or discount with a deadline, with no minimum purchase. With many conditions, it becomes a promotion and takes the value out of the congratulations.
What time should you send the birthday message?
In the morning, during business hours. Avoid midnight and the evening, when the person is celebrating.
Can I use a customer's date of birth to send congratulations?
Use the date the customer gave you, knowing what it is for. A date taken from social media or another source should not go into your records.
Does WhatsApp Business send birthday messages on its own?
No. The app's automatic messages are the greeting and the away message, and neither looks at birthdays. Without a system, someone has to remember and send it.
Where to go next?
Did the customer reply to the congratulations? The AI keeps the conversation going
In CertuAI, when the customer replies wanting to use the gift or book a time, the AI answers right away, with what you taught the Brain, and keeps the conversation noted in the customer dashboard. When the topic needs a person, it alerts you.
From US$ 75 per month.
Create my agentFeliz aniversário, [Nome]! Que o seu dia seja leve e o seu ano, melhor ainda. Um abraço de toda a equipe da [Empresa].now ✓✓
This is the first message on this page, sent by the AI in your tone, with nobody at the counter.
In short
What should you write in a birthday message to a customer? A birthday message to a customer has the person's name, the congratulations in one sentence and, if you want, a simple gift with a deadline to use it. Send it during the day, only to people who gave their date and accepted receiving messages. Congratulations that end in advertising feel like a sales visit, and the customer notices.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent