Templates

Outline for Easy Hyperlinking

  1. Free Birthday Email Templates
    • Business Owners (Email)
    • Church Members (Email)
    • Staff (Email)
    • Real Estate Clients (Email)
    • Micro & Commercial Banks (Email)
  2. Free Birthday SMS Templates
    • Business Owners (SMS)
    • Church Members (SMS)
    • Staff (SMS)
    • Real Estate Clients (SMS)
    • Micro & Commercial Banks (SMS)
  3. Automate Your Greetings with PeopleWisher

Birthday Message Templates – Free SMS & Email Samples

Never miss another opportunity to delight a client, member, or staff member! Our free birthday message templates for email and SMS make it simple to send warm, professional, and personalized greetings. Whether you’re a business owner looking to strengthen client loyalty, a church wanting to connect with members, or a manager celebrating staff, these templates are designed for you. We’ve included specific examples for real estate clients and customers of banks (micro and commercial). The key to making these messages work is the benefit of automating messages with PeopleWisher using dynamic fields like {firstname} to personalize every greeting effortlessly. Copy, paste, and start sending joy today!

Free Birthday Email Templates

Email allows for a more substantive greeting, perfect for including a small gift, a branded image, or a quick summary of customer appreciation. Use these templates to nurture your relationships effectively.

Business Owners

Build lasting loyalty and show your customers you appreciate them beyond the transaction.

Template 1: Simple & Warm

  • Subject: Happy Birthday, {firstname}! A little gift from us.

    Dear {firstname},

    The entire team at [Your Company Name] wants to wish you a very happy birthday! We truly value your support and hope you have a wonderful day filled with joy and celebration.

    We believe that celebrating milestones, both large and small, is important, and yours is certainly a big one for us because we wouldn’t be here without customers like you. As a thank you for being a part of our community, we’ve attached a small birthday gift card or exclusive resource to this email. Feel free to use it however you like!We hope the year ahead is your best one yet, filled with success, happiness, and everything you are hoping for. If there’s anything we can do to help you in the coming months, please don’t hesitate to reach out.Best wishes, The [Your Company Name] Team

Template 2: Birthday Discount Offer

  • Subject: Happy Birthday, {firstname}! Your exclusive gift inside.

    Hi {firstname},It’s your special day, and we want to celebrate it with you!Please accept a [Discount Percentage]% off your next purchase as our gift to you. We’re grateful for your continued business and wanted to give you something practical to celebrate your personal new year.To redeem your birthday discount, simply use the code B-DAY{Year} at checkout on our website. This offer is valid for the next 7 days, giving you plenty of time to find something perfect.We often find that our most loyal customers appreciate a surprise treat, and we hope this helps you enjoy your birthday weekend even more. We are continually working to improve our services and product line, and we appreciate any feedback you may have. Thank you for being such an integral part of the [Your Industry] family.Have an amazing day and a wonderful year ahead!Sincerely, [Your Company Name]

Template 3: Short & Sweet Check-in

  • Subject: Sending tremendous birthday wishes to {firstname}!

    Hello {firstname},Just a quick note to wish you the happiest of birthdays! We hope this year brings you tremendous success and happiness in all your endeavors—both personal and professional.We believe birthdays are a time for reflection and renewal, and we hope you take a moment today to recognize all the great things you’ve accomplished. Your loyalty and trust mean the world to us at [Your Company Name]. It allows us to keep doing what we love.If you’ve been considering [Mention a specific related product or service], now is a great time to explore it. While this email is simply a greeting, we are always here to support your needs. We look forward to serving you again soon!Warmly, [Your Name/Company Name]

Church Members

Connect with your congregation on a personal level and let them know their spiritual family is thinking of them.

Template 1: Focus on Blessings

  • Subject: Happy Birthday, {firstname}! May God bless your new year.

    Dear {firstname},The entire pastoral team and all the ministries at [Church Name] are celebrating you today! We want to take a moment to acknowledge your special day and the blessing you are to our congregation.We pray that God pours out His richest blessings on you in this new year of your life. May He grant you wisdom, strength, and abundant joy. We are so grateful for your presence in our community, for your service in [Mention a specific ministry if possible, e.g., the Choir, Sunday School], and for your faithful commitment to growing in Christ.As you reflect on the past year and look forward to the next, we encourage you to continue seeking His plan for your life. Remember that you always have a place here, and we are here to walk alongside you in faith, fellowship, and prayer.In Christ, [Pastor’s Name] and the [Church Name] Family

Template 2: Including a Scripture

  • Subject: Celebrating you today, {firstname}!

    Happy Birthday, {firstname}!We wish you a day filled with peace and joy. It is a wonderful thing to celebrate the gift of life, and we recognize how precious you are to God and to us.May the Lord keep you and make His face shine upon you. As you begin a new year, let this scripture be an encouragement:“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” – Jeremiah 29:11This promise is a reminder that your life is purposeful and guided. We encourage you to hold onto this hope and trust in His provision daily. Please know that we are here to support you in your spiritual journey. Don’t hesitate to reach out to any of the ministry leaders or the administrative office if you need prayer or support.Have a blessed birthday!The [Church Name] Team

Template 3: Invitation to Celebrate

  • Subject: {firstname}, Happy Birthday from your Church Family!

    Greetings, {firstname},We are thinking of you on your special day and sending the warmest wishes from our entire church family. Thank you for all you do for [Church Name], from your generous spirit to your commitment to our Sunday gatherings. Your participation makes our community stronger.We’d love to celebrate you this coming Sunday! Please stop by the welcome desk after service for a small token of our appreciation—a little reminder of how much we value your commitment and fellowship.As you celebrate, we pray that your relationship with God deepens and that you feel His presence strongly in your life today and in the year to come. We also want to encourage you to join our next [Mention a small group or event, e.g., Bible study or volunteer effort] to continue connecting with your fellow members.Happy Birthday, and we look forward to celebrating with you!Blessings, [Church Name] Administration

Staff

Boost morale and improve retention by celebrating your team members with professional, thoughtful messages.

Template 1: Formal Acknowledgment

  • Subject: Happy Birthday, {firstname}! From the [Company Name] Leadership.

    Dear {firstname},The leadership team extends our sincere best wishes to you on your birthday. We hope you are taking some well-deserved time off to celebrate with friends and family.We greatly appreciate your hard work, dedication, and positive contributions to the team over the past [Number] months/years. Your work in [Mention their specific department or a recent achievement] has been instrumental to our success, and we want to take this moment to formally recognize your value.We believe that celebrating our team is crucial to maintaining the vibrant and collaborative culture we’ve built here at [Company Name]. We are committed to supporting your professional growth and look forward to the innovative ideas and energy you will bring in the year ahead.Please enjoy a fantastic day!Regards, [Manager/CEO Name]

Template 2: Casual & Friendly

  • Subject: Hey {firstname}! It’s your birthday!

    Happy Birthday, {firstname}!Hope you get to enjoy some cake and take some time to celebrate today. Whether you’re planning a big party or a quiet day at home, we hope it’s exactly what you need.We’re lucky to have you on the team. You bring so much energy and positive spirit to [Mention a team activity, e.g., our Friday meetings, the break room]. Your skills are essential, but your attitude is what truly makes a difference!Don’t forget to stop by the kitchen/your manager’s office for a small birthday treat we arranged for you. It’s just a little something to say thank you for being such a valued part of the [Company Name] family.Wishing you all the best in the year ahead—may it be your most successful one yet!Cheers, The HR/Internal Team

Template 3: Reminder of Time Off/Gift

  • Subject: Happy Birthday, {firstname}! Enjoy your day.
  • Body: Hello {firstname},Happy Birthday! We hope you’re having a fantastic day and celebrating in a way that truly reflects your spirit.This is a friendly reminder to enjoy your company-provided birthday benefit, whether it’s a birthday treat, a bonus day of PTO, or a gift card. Please refer to your employee handbook for details on how to claim it, or simply reach out to HR if you have any questions about usage. We want to make sure you use every benefit you’ve earned!Your dedication is what makes [Company Name] thrive. We look forward to continuing to build great things together. We are excited about [Mention a future team project or event] and can’t wait to have your expertise on it.All the best for a year of growth and happiness!Sincerely, [Company Name]

Real Estate Clients

A birthday message is a fantastic, non-sales touchpoint to stay top-of-mind long after the closing date.

Template 1: Client Anniversary Focus

  • Subject: Happy Birthday, {firstname}! Hope you’re enjoying your home.
  • Body: Hi {firstname},Wishing you a very Happy Birthday! Hope this year is your best one yet, filled with laughter, great memories, and continued comfort in your home.It’s always a pleasure to connect. We hope you’re still loving your beautiful [Home/Apartment] in [Neighborhood/City] and that the process of settling in is long behind you. We often think of our clients and the happiness we helped them achieve.As your trusted real estate professional, I want to reiterate that my service to you doesn’t end at the closing table. If you ever have a quick question about property taxes, need a referral for a reliable contractor, or are just curious about the current value of your home, please don’t hesitate to call or email me. Consider me your resource for all things related to homeownership.Warmly, [Your Name/Brokerage Name]

Template 2: Offer of Future Help

  • Subject: Happy Birthday, {firstname} – from your trusted Realtor!
  • Body: Hello {firstname},Happy Birthday! Sending you best wishes for a joyful and memorable day of celebration.I hope this finds you well and that you are enjoying all the benefits of [Homeownership/Investing]. I know how busy life can get, but I wanted to make sure I reached out on your special day.Please remember, whether you have a quick question about property values in the area, are considering refinancing, or are thinking about your next move—perhaps an investment property or a vacation home—I’m always here to help. I consider it my ongoing job to be your reliable and knowledgeable real estate partner for life.Feel free to reply to this email to set up a quick, no-obligation chat anytime.Best regards, [Your Name] – [Brokerage Name]

Template 3: Friendly & Informal

  • Subject: Big Birthday Wishes for {firstname}!
  • Body: Hi {firstname},Just popping into your inbox to send a big Happy Birthday your way!Hope you get to celebrate in style, whether that involves a quiet dinner or a large gathering with loved ones. It’s always a good idea to step back and celebrate the milestones.I truly appreciate the trust you placed in me during our [Buying/Selling] process. That relationship means a lot, and I enjoy staying in touch. I occasionally send out market updates for the [City/Region] area—let me know if you’d like to be added to that short list to keep an eye on trends.Wishing you and your family all the best for a healthy and prosperous year ahead!Cheers, [Your Name]

Micro & Commercial Banks

A personalized message shows customers you view them as more than just an account number, enhancing trust and perceived service quality.

Template 1: Professional & Value-Focused

  • Subject: Happy Birthday, {firstname}! Wishing you a year of prosperity.
  • Body: Dear {firstname},On behalf of [Bank Name], we would like to wish you a very happy birthday! We appreciate you choosing us as your trusted financial partner.We value your continued business and look forward to helping you achieve your goals in the coming year. This past year, we’ve [Mention a recent bank achievement, e.g., launched a new mobile app, expanded our branch network] to better serve clients like you, and we’re excited for what the next year holds for your personal financial journey.We encourage you to schedule a quick check-in with one of our financial advisors to discuss any new goals you may have, whether it’s saving for a major purchase or reviewing your investment portfolio. We’re here to provide guidance and the best products to help you succeed.Sincerely, The [Bank Name] Customer Relations Team

Template 2: Exclusive Offer Hint

  • Subject: Happy Birthday, {firstname}! Check your account for a surprise.
  • Body: Hello {firstname},We’re sending you the warmest of birthday wishes today. Happy Birthday!As a small token of our appreciation for being a valued and loyal customer, we’ve deposited a small gift into your account (it should appear in your transaction history within 24 hours). This is just a little something from us to help you celebrate your day.In addition, this month we have a special, low-interest offer on [Specific Bank Product, e.g., a personal loan or a new CD rate] that is available exclusively to customers celebrating their birthday. This limited-time promotion is our way of giving back to those who trust us with their finances.To learn more about this special birthday offer, please visit your nearest branch or call our dedicated line at [Phone Number] and mention the “Birthday Offer.”Have a wonderful celebration and a financially successful year![Bank Name]

Template 3: Simple Customer Appreciation

  • Subject: Best Birthday Wishes to {firstname} from [Bank Name]
  • Body: Dear {firstname},Happy Birthday! We hope your day is filled with happiness, celebration, and time well-spent with loved ones.Thank you for being a loyal customer of [Bank Name]. We are deeply committed to providing you with secure, reliable, and friendly service every single day. Your trust is the foundation of our business.If you’ve recently opened a new account or used one of our services, we hope you found the experience smooth and efficient. If you have any feedback or need assistance, please know that our customer service team is ready to help at any time.Wishing you all the best for a prosperous year ahead!Regards, The Team at [Bank Name]

Free Birthday SMS Templates

SMS templates are short, direct, and guarantee a high open rate. They are perfect for delivering an instant, heartfelt message on the day itself.

Business Owners

  1. Happy Birthday, {firstname}! Enjoy 15% off your next order with code BDAY15. Use it this week! – [Your Company Name]
  2. Wishing you a very Happy Birthday, {firstname}! Thank you for being a valued customer. – [Your Company Name]
  3. Happy Birthday, {firstname}! Hope your day is fantastic. Check your email for a special gift! – [Your Company Name]

Church Members

  1. Happy Birthday, {firstname}! May the Lord bless your new year. We are praying for you! – [Church Name]
  2. Celebrating you today, {firstname}! We hope you have a wonderfully blessed birthday. – Pastor [Name] & [Church Name]
  3. Happy Birthday {firstname}! Remember, you are loved and valued in our community. – [Church Name]

Staff

  1. Happy Birthday, {firstname}! Have a fantastic day. We appreciate all you do! – [Company Name] HR
  2. Hey {firstname}, Happy Birthday! Don’t forget to take your birthday time off. Cheers! – [Manager Name]
  3. Happy Birthday! Hope you have a great one, {firstname}. We’ll celebrate you next week with cake! – The Team at [Company Name]

Real Estate Clients

  1. Happy Birthday, {firstname}! Best wishes for a wonderful day. – [Your Name], [Brokerage Name]
  2. Happy Birthday! Hope you’re enjoying your home in [Neighborhood]. Let me know if you need anything! – [Your Name]
  3. Wishing you a very Happy Birthday, {firstname}! Have a joyful celebration. – Your trusted Realtor, [Your Name]

Micro & Commercial Banks

  1. Happy Birthday, {firstname}! Thank you for your continued loyalty. Wishing you a year of financial growth! – [Bank Name]
  2. Happy Birthday from [Bank Name]! Check your email for a special offer just for you.
  3. Wishing you a happy, successful birthday, {firstname}. We value your business. – [Bank Name]

Automate Your Greetings with PeopleWisher

Ready to move beyond manually sending messages? You can upload your contact lists and use any of these professionally written email templates and SMS templates inside PeopleWisher. Set up your celebrations once and never miss another birthday or key date again.

Our powerful automation tools and dynamic fields like {firstname} ensure every message is delivered on time and feels completely personal. Eliminate the manual work, keep your customer and staff relationships strong, and grow your business or community effortlessly.

Start Automating Birthdays for Free Today!