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Send birthday greetings automatically

Congratulate every contact on their birthday by WhatsApp, SMS or email.

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The Contact's birthday trigger runs a workflow once a year for every contact with a saved birthday.

Set it up

  1. Open Workflows and create a workflow.
  2. Pick the template Birthday greeting via WhatsApp, or start from scratch and choose the trigger Contact's birthday.
  3. In the trigger, choose When (on the birthday or a few days before) and the Time. The default is 09:00 in your company time zone.
  4. Configure the step. For WhatsApp, pick an approved template and map its variables, for example {{contact.firstName}}.
  5. Switch the workflow to Active.

The trigger shows the next birthdays it will run for, so you can check the setup before you activate it.

A birthday workflow writes to your contacts on its own. It always starts paused and only runs once you activate it.

What you can add

Any contact step works: email, SMS, WhatsApp template, a task or a note on the contact, and a webhook. Use waits and conditions as in other workflows.

Who gets a message

  • Each contact gets it once per year, even if the workflow is edited or saved again.
  • Birthdays on February 29 are celebrated on February 28 in years without a leap day.
  • Contacts without a phone number or email address for the chosen channel are skipped.
  • Deleted and merged contacts are skipped.
  • Contacts who declined marketing messages on that channel are skipped.

A company sends at most 500 birthday workflows per day. If more contacts have a birthday that day, the rest are skipped and the workflow steps show a warning.

Add birthdays on the contact page under Birthday, or import them with your contacts.

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