Happy Birthday Automation

Happy Birthday Automation checks your client list once a day and runs for every client whose birthday is coming up, based on the date of birth on their client record. By default it runs the day before the birthday, so add a 1 day wait to deliver your message on the day.

Available withCRM SuiteIncluded in the Complete plan.Plans and modules

To run it more days in advance, change Birthday Automation in Automation Schedule.

Conditions

Conditions are optional. Click Add Condition, then pick a Field, an Operator and a value. Choose All (AND) or Any (OR) under Condition Type to decide whether every condition or just one must match.

Condition	Operators	Values
Client Age	equals, not equals, lesser than, greater than, lesser than equal to, greater than equal to	A number
Client Tags	includes any, does not include all, is part of all, is part of any, is not part of all	Your client tags
Contact Group	is part of all, is part of any, is not part of all	Your contact groups
Contact Tags	includes any, does not include all, is part of all, is part of any, is not part of all	Your contact tags
Contact Stage	equals, not equals	Subscriber, Lead, Engaged, Marketing qualified lead (MQL), Sales qualified lead (SQL), Opportunity, Follow-up Required, Customer, Evangelist, Other, Lost, Inactive

Use Client Age to send a special message for milestone birthdays, for example equals 50.

Actions

Click Add Action and choose from Select Action. Actions run in order; use the arrows to reorder them. To delay an action, click Add wait time (or Add wait & Schedule time on template and email actions). Wait times count from the trigger event, not from the previous action.

Every action on this trigger can wait minutes to months.

Action	What it does
Send Email	Sends an email to the client, team members or a custom list. Marketing emails need CRM Suite; Transactional emails do not.
Notify Staffs via WhatsApp	Sends a WhatsApp template message to the team members you choose.
send a WhatsApp template message	Sends an approved WhatsApp template. Works outside the 24-hour session, so use it for reminders, follow-ups and anything sent later.
send Customer Satisfaction Survey (CSAT)	Sends a customer satisfaction (CSAT) survey.
Add the Contact to Group	Adds the contact to a contact group, which you can check in later conditions.
Remove the Contact from Group	Removes the contact from a contact group, for example so a rule does not run twice.
Add Client Tags	Adds tags to the client record.
Remove Client Tags	Removes tags from the client record.
Add Contact Tags	Adds tags to the contact.
Remove Contact Tags	Removes tags from the contact.
Update Contact Stage	Moves the contact to a stage, such as Lead or Customer.
Notify Client's Primary Staff via WhatsApp	Sends a WhatsApp template message to the client's primary team member.
Add Text Client Notes	Adds a text note to the client record.
Add Document Client Notes	Attaches a document to the client record as a note.
Add or Update Client Custom Attributes	Adds or updates custom fields on the client record.

Example

Send birthday wishes at 9am on the day

1. Create a rule with the Happy Birthday Automation trigger.
2. Add the action send a WhatsApp template message and choose your birthday template.
3. Click Add wait & Schedule time, set Wait Time (Optional) to 1 day(s) and Schedule Time (Optional) to 9:00 AM.
4. Publish and save.

Good to know

• Clients without a date of birth are skipped.
• The rule looks at clients whose primary location is this location.
• Use send a WhatsApp template message: a birthday message usually starts a new conversation, so a normal text message would not be delivered.
• The Automate Birthday wishes Campaign template sets this up for you. See Birthday wishes campaign.

Related

• Create an automation rule
• All triggers
• Birthday wishes campaign
• Automation Schedule
• Client Anniversary Automation