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