Birthday Email Automation
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Michael Smiddy
Allow email automation based on the custom field: birthday. So emails are sent to contacts on their birthdays.
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Jehan Zouak
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Jehan Zouak
Thanks for this request Michael Smiddy! You can automate sending contacts an email campaign on their birthday. Create a Smart List where the criteria is "birthday is today." Then create an automation that's triggered when a contact is added to that list.
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Michael Smiddy
Jehan Zouak I created the smart list and automation exactly as you have it depicted. Then afterwards, yesterday (1/22), I created 2 dummy contacts, one with a birthday of 1/23/2026 and another with a birthday of 1/23/1988. Then, on 1/22, the 1/23/2026 contact received the birthday campaign (a day early). And now, on 1/23, the 1/23/1988 contact didn't receive anything at all... This is likely way over the head of whoever I'd get in touch with via your AI chatbot (which would necessitate way more time than I want to spend contributing to the solution of this issue as a partner - 8S4R), so I am reaching out here.......