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How-to guide

How to automate “Happy New Month” and holiday messages

A short “Happy New Month” note on the 1st, or a greeting on Thanksgiving, Christmas or Eid, keeps you in touch with customers, staff and members without selling anything. The trick is to plan the whole year once, then let the messages send themselves.

Businesses, churches & communities 7 min read Updated

Why send new month and holiday messages?

Most messages a business sends ask for something. A holiday or new month greeting asks for nothing, which is why people read it. It is a light, regular reason to stay in touch with customers between purchases, with employees between reviews, and with members between meetings.

“Happy New Month” messages are especially popular in Nigeria, Ghana and across West Africa, where many businesses and churches send them on the 1st. In the US, the equivalent touchpoints are New Year, Thanksgiving, the Fourth of July and the end-of-year holidays.

How to automate them with Peoplewisher, step by step

  1. 01

    Pick your dates

    Open Campaigns and start a new campaign. Choose a holiday from the regional holiday calendars (for example New Year, Thanksgiving, Christmas or Eid), or add a custom occasion such as “New Month: March” on March 1 and set it to repeat every year.

  2. 02

    Choose who receives it

    Pick the groups and use audience filters, so a Christmas card goes to everyone who celebrates it and an Eid greeting goes to the members who do.

  3. 03

    Add the steps

    Each campaign is a set of steps that run before, on or after the date. Mix email, SMS, WhatsApp, Slack, Microsoft Teams, social posts, graphics and gifts.

  4. 04

    Write the message once

    Click Write with AI and describe the tone, or paste your own text with placeholders like {firstname}. Add a branded card from your graphics.

  5. 05

    Check the cost and launch

    The live cost estimate shows what any SMS and WhatsApp steps will cost before you launch. Then switch the campaign on and track enrolled, delivered and completed counts.

Sending new month messages to family and friends rather than customers? The Peoplewisher personal assistant lets you pick New month as an occasion when you set it up on WhatsApp.

A simple yearly calendar to start from

WhenOccasionGood channelTone
1st of every monthHappy New MonthWhatsApp or SMSShort, hopeful, one line
January 1New YearEmail with a cardThankful, forward-looking
Fourth Thursday of NovemberThanksgiving (US)EmailGratitude for customers and staff
Varies by yearEid al-Fitr, Diwali, Lunar New YearWhatsApp or email to people who celebrateRespectful, specific to the holiday
December 25ChristmasEmail, WhatsApp and a social postWarm, festive
Your choiceFounding day or customer appreciation dayEmail and socialProud, thankful

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Happy New Month and holiday message templates

Happy New Month (WhatsApp) Copy-ready

Happy New Month, {firstname}! 🌱 Wishing you a fresh start, good health and steady progress this month. From all of us at {business_name}.

Happy New Month (SMS) Copy-ready

Happy New Month, {firstname}! May this month bring you new wins and calm days. {business_name}

Happy New Month to staff (Slack or Teams) Copy-ready

Happy New Month, team! 🎉 Thank you for everything last month. Here's to fresh goals, good coffee and celebrating each other's wins this month.

Thanksgiving email Copy-ready

Subject: Thank you, {firstname} Hi {firstname}, This Thanksgiving, we're grateful for you. Thank you for trusting {business_name} this year. We hope you have a restful day with the people you love. The {business_name} team

New Year greeting Copy-ready

Happy New Year, {firstname}! Thank you for being part of {business_name} this year. We wish you health, joy and plenty to celebrate in the year ahead.

Best practices

  1. 1 Keep new month messages short. One or two lines read well on a phone; save the newsletter for later.
  2. 2 Rotate the wording. Write three or four versions and let AI vary them so the 1st of each month does not feel copied and pasted.
  3. 3 Send at a civil hour, around 8 or 9am, not at midnight.
  4. 4 Keep religious greetings specific and opt-in, and avoid sending them to people who do not celebrate.
  5. 5 Separate greeting and offer. A holiday sale is fine, but as its own message, not inside the wish.

FAQ

Common questions.

Still have a question? Talk to us.

How do I automate Happy New Month messages?

Add the 1st of each month as a recurring date, write a short greeting with the person's name, choose WhatsApp, SMS or email, and schedule it. In Peoplewisher, add each 1st as a custom occasion that repeats every year and run a campaign on it.

What is a good Happy New Month message for customers?

Keep it short and warm, for example: “Happy New Month, {firstname}! Wishing you a fresh start, good health and steady progress this month. From all of us at {business_name}.” Avoid adding a sales pitch to the greeting.

Can I schedule holiday greetings in advance?

Yes. Choose the holiday from Peoplewisher's regional holiday calendars or add your own date, set the message and channels, and the campaign sends on the day. Steps can also run a few days before or after the holiday.

Which channel is best for holiday messages?

Email suits branded cards and longer notes, WhatsApp and SMS suit short personal greetings, Slack or Microsoft Teams suit staff, and social posts suit a public greeting to your whole audience. Many teams combine two.

Can I send different holiday greetings to different people?

Yes. Use groups and audience filters so each campaign reaches only the right people, for example an Eid greeting to members who celebrate Eid and a Christmas card to those who celebrate Christmas.

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  1. 1 Open your phone camera and point it at the code
  2. 2 WhatsApp opens with a hello ready to send
  3. 3 Tap send, and your assistant takes it from there
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