Automated Birthday Email

Wish alumni "Happy Birthday!" with an automated and personalized email to stay engaged.

  • Bryan Lorenzo
  • May 5 2020
  • Shipped
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    Kylee Long commented
    August 11, 2020 21:01

    Here is the link to register for the webinar, for those who are interested!

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  • Admin
    Kylee Long commented
    August 11, 2020 20:52

    Hi everyone! Thank you, @Alex for the comment, because you are exactly right! You can do this today with Workflow Designer because we just went generally available! Just create a List for one of these options, depending on what you want:

    • Birthday= Today

    • Constituent tag= Upcoming Birthday

    • Birthday= This month

    All of those should work!

    If you want a deeper dive into how to use Workflow Designer for a use case like this, we are hosting a webinar on this Thursday, Aug 13th at 2pm EST that you can register for.

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  • Alex Bishop-Thorpe commented
    June 03, 2020 02:34

    I think this one is currently possible using Workflow Designer + A Constituent List where Birthday = Today. Depends if Workflow Designer and the connection to allow Workflow Designer to send Email Marketing messages are active for your organisation. I think this is currently in phased release and if not currently available to you, should be soon :)

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