Why leave the birthday celebrations to only once per year? This automation will send an email to your guests 7 days before their half birthday. If you haven't already, check out how to set up a birthday automation for your contacts. If you have out of date DOBs and need to update them, check out how to create a request for a contact's date of birth.
- Once logged in to your account, select the + button and choose Create an automation
- Select the Start next to Happy birthday
- The template is setup to send an email at 10am every day to any contact who has a birthday coming up in 7 days.
- Optional: To edit what time the email is triggered, hover over Date / Time and select the edit icon
- We need to change the Contact Field criteria, hover over Contact Field and select the edit icon.
- Select 'in 7 days time' and change it to 'in x days time', and then type 189 in the field next to it.
- Select Save.
- Hover over email and select the pen edit icon.
- Set the subject to something bouncy and celebratory, and type in the email address you'd like your customers to see when they receive the email, as well as you or your company's name.
- Leave the Reply to field blank and Frequency to Always Send.
- Ensure the Ignore Opt-out status if unchecked.
- Select an existing template or build one yourself. Save the template to a new campaign folder called 'Half Birthday Automations'.
- Select Save
- Select Save & Close