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.

 

Important

Set the “Wait” period to at least 1 day to ensure the current birthday has passed and prevent next year’s email from sending too early.

The campaign sends the email as soon as it starts, so you can wish your contact a happy birthday at the perfect moment.

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.

Good to Know

When you deactivate the birthday campaign, contacts won’t receive an email. If you reactivate it, emails for past birthdays will be sent again.

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.

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