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Home › Help & Docs › Automation Builder › Send birthday and anniversary greetings
Automation Builder

Send birthday and anniversary greetings

Greetings on a customer's birthday or anniversary are a simple, warm touch that drives loyalty. A scheduled automation checks dates and sends a template on the day.

The pattern

Store each contact's birthday or anniversary as a CRM field. A scheduled workflow checks daily for matches and sends a greeting template, optionally with a coupon. No manual tracking needed.

1
Make sure birthday or anniversary dates are stored on your contacts.
2
Create a scheduled workflow that runs daily.
3
Match contacts whose date is today.
4
Send a greeting template, optionally with an offer.
5
Save and enable.

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