Tip of the Week – Send Automated Birthday Reminders

Did you know you can build a simple automation to help you remember contacts’ birthdays?

In the automation builder, start a new automation from scratch and select the Date based start trigger.

In the “Action options” modal, set the trigger to begin however many days before the contact’s birthday you would like to be reminded. For example, if you want a reminder two days before a contact’s birthday:

Configured this way, the automation will check every day at 12am for any contact birthdays that are two days away. Follow this with the Notify action, and set the message to send to your inbox, along with any other relevant information:

To see this tip in action, watch this excerpt from a recent Office Hours session (13:30 at the link).

Read our Help article for more on using the Date based start trigger.