Create a Birthday Campaign with Automatic Yearly Emails

Discover how to set up a birthday campaign that automatically emails your contacts on their special day each year. Use this feature to send personalized birthday greetings and build stronger connections with your contacts.

Tip: Import our pre-built campaign template to get started quickly.

The campaign is designed to let you write a new email each year, helping you connect with your contacts in a personal and unique way.

Ensure the →  Birthday  field has a date. This will make sure your birthday campaign works as planned.

The campaign includes a “Wait” action that holds until the contact's birthday, then sends the first birthday email at the specified time.

If a contact registers on their birthday, they'll still receive a congratulatory email right away, even if the set send time has already passed.

The campaign sends the email as soon as it starts, ensuring you can wish your contact a happy birthday on time. Even if the timing isn't perfect, the personal message is what matters most.

Now you know how to set up a birthday campaign to automatically send birthday emails to your contacts every year. Take advantage of this to strengthen customer loyalty and make your contacts feel appreciated.