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Create and automate a birthday email
Create and automate a birthday email

Set up your program to automatically send an email to a contact or member on their birthday

Lars Gielen avatar
Written by Lars Gielen
Updated over a month ago

How to Create and Automate a Birthday Email

  1. Create the Birthday Email:

    • Navigate to ‘Marketing’ and then ‘Automated Emails’.

    • Select ‘New Automated Email’.

    • Choose ‘Marketing’ as your email category.

    • Select a template that you want to use as your starting design.

    • Follow the steps to configure and complete your email design, ensuring you finish with the ‘Link’ step.

  2. Set Up the Automation:

    • After designing your email, click on ‘Automation'.

    • Click on ‘New Automation’.

    • Choose the ‘Celebrate Birthdays’ template.

    • From the dropdown, select the birthday email you just designed.

  3. Configure and Activate the Automation:

    • Review the automation settings and give it a name.

    • Click ‘Activate’ when you are ready to start the automation.

  4. Adjust Schedule or Re-enrolment Rules:

    • To change the ‘When’ or ‘Re-enrolment’ rules of the automation, click ‘Back’ when editing the automation page.

    • Locate the ‘When’ and ‘Re-enrolment’ tabs to adjust these settings as needed.

Summary

  1. Design the Email: Create your birthday email in ‘Automated Emails’.

  2. Create the Automation: Choose the ‘Celebrate Birthdays’ template and link your designed email.

  3. Activate: Review and activate the automation.

  4. Adjust Settings: Modify ‘When’ and ‘Re-enrolment’ rules if needed.

This process ensures that your birthday emails are automated and sent out on time, adding a personal touch to your customer interactions.

Or check out a video here!

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