Birthday and loyalty milestone texts that feel personal
Birthday and milestone texts mark something about the customer rather than the store: their birthday, their tenth visit or a loyalty tier. They run on their own from your customer data, say who is texting, and link to your age-gated page for any offer. In Canada, keep them as greetings with no purchase-linked reward.
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These texts are about the customer, not the store
Most store texts are about the store. A birthday note or a tenth-visit thank-you is about the customer, and it tells a regular the team noticed.
Birthday texts need a birthday on file, so ask for it at sign-up. Milestone texts need data on whatever the milestone is based on, such as visits from your POS.
Collect the date at sign-up, then let the automation send
Collect the date
Ask for a birthday at sign-up, with the reason: so the store can send a note.
Set the trigger
Send on the morning of the birthday, or the week before if you want them to plan a visit.
Add milestones
A tenth visit or a new loyalty tier is a good moment for a short thank-you.
Keep the offer on the page
Link to the age-gated page for any birthday offer.
Each text names the moment and links to the offer
Kendall's
Kendall's: happy birthday from all of us. Something is waiting for you this month at stky.ca/kendalls-birthday. Reply STOP to opt out.
Kendall's
Kendall's: that was your tenth visit. Thank you for coming back. Your points balance is updated at stky.ca/kendalls-card. Reply STOP to opt out.
Kendall's
Kendall's: happy birthday from all of us at the store. We hope it is a great one. Reply STOP to opt out.
Kendall's
Kendall's: thank you for being a regular. We are glad you are here. Store hours and news at stky.ca/kendalls. Reply STOP to opt out.
To stay clear, Canadian versions of these texts are store updates with no purchase-linked reward or discount, sent on express consent under Canada’s anti-spam law.
Compare the birthday week with an ordinary week
- Visits in the birthday week compared with an ordinary week.
- Revenue from people who tapped through. The SMS attribution guide shows how to tie a tap to the order that follows.
- Share of customers with a birthday on file. Low numbers mean the sign-up form needs work.
For how these texts stay inside carrier rules, see the Sticky SMS guides for dispensaries.
Build your text program with us
Book a time and we will walk through your list, your POS and the texts you want to send, on a video call with a real person.
Book a demoFrequently asked questions
When should a birthday text go out?
On the morning of the birthday, or the week before if the offer runs all month.
Can a birthday text include a gift?
In the US, keep the gift on your age-gated page rather than in the text. In Canada, a birthday text stays a greeting with no purchase-linked reward.
What milestones are worth a text?
A tenth visit, a new loyalty tier, or a year since joining.
Do I need a loyalty program?
Not for birthday texts, which only need a birthday on file. In Sticky SMS, milestone triggers can work without Sticky Cards loyalty, depending on what the milestone is based on. A loyalty tier milestone needs a loyalty program behind it.
Where does the birthday come from in Sticky SMS?
From sign-up. Sticky SMS is by Sticky Cards, the loyalty and marketing platform for cannabis dispensaries, and Sticky Cards sign-up records each customer’s date of birth for the age gate.
Sources
- CTIA, Messaging Principles and Best Practices (May 2023) (opens in a new tab), accessed October 18, 2026
- Cannabis Act (S.C. 2018, c. 16), sections 17 and 24, Justice Laws Website (opens in a new tab), accessed October 18, 2026
- Health Canada, Promotion of cannabis: prohibitions and permissions (opens in a new tab), accessed October 18, 2026
- CRTC, Frequently asked questions about Canada’s Anti-Spam Legislation (opens in a new tab), accessed October 18, 2026