What this solution does
The module is designed to automatically send birthday greetings to website users, as well as contacts and leads in Bitrix24 CRM. Configuration options allow sending email notifications on the birthday itself, several days in advance, or after the date has passed. This flexibility enables businesses to inform clients about upcoming promotions and special offers, including discount coupons, ahead of time. The solution also includes a component that displays upcoming birthdays relative to the current date.
The module provides developers with a set of event handlers for logic customization. These allow modifying data before sending emails, triggering additional events, and extending the solution's functionality. The base version sends birthday greetings via email, but the module's architecture supports easy integration of other scenarios, such as SMS sending or business process initiation, through custom code development.
This module is designed for 1C-Bitrix platforms in the 'Small Business' or 'Business' editions with the 'Online Store' component installed. It enables the automatic generation of personalized discount coupons for users celebrating their birthday. The generated coupon code can be inserted into email templates using the #COUPON# macro.
The system supports flexible scheduling for sending notifications: messages with offers can be dispatched not only on the exact birthday but also within a specified period before or after the event. This allows for repeated customer engagement. The date is derived from the user's PERSONAL_BIRTHDAY field, and notifications are sent to the email address specified in the EMAIL field.
The 'ARAMA: Birthday Notifications and Discounts for CRM Users, Contacts, and Leads' module is built using the D7 API. It requires the 1C-Bitrix D7 core and compliance with all system requirements for this core.
Correct functionality is ensured when the latest updates for all 1C-Bitrix components are installed on the site. Before installation, it is recommended to run the System Check via 'Settings' → 'Tools' → 'System Check'; the presence of errors in the test results may disrupt the module's operation.
The solution is not compatible with the cloud version of Bitrix24.
General iT can install “ARAMA: Notifications and Discounts for User, Contact, and CRM Lead Birthdays”, configure its settings and verify its operation in the existing project.