Annual Birthday Message
Send a celebratory birthday message to your contacts to build relationships, boost loyalty, and share a special offer.
This workflow will:
- Trigger when the dynamic date in your contact’s Birthday field* is reached.
- Send one congratulatory message with a special offer.
- Repeat annually.
- * This template requires a custom field with contact birthday data Use this template and select your custom field or create a new field right within the builder. Then, set up the Collect Contact Data workflow to automatically capture birthdates from future opt-ins.
Image
name: Annual Birthday Message
description: ""
runOnlyOnce: false
timeZone: America/Los_Angeles
status: UNPUBLISHED
nodes:
- id: "5810909337786368"
name: Date and Time
config:
type: .configuration.trigger.ListOnDateTime
transitionTo: Send Message 1
triggerType: DYNAMIC
relativityType: ON_DATE
recurringConfig:
period: ANNUALLY
- id: "5810909337786369"
name: Send Message 1
config:
type: .configuration.action.SendMessage
messageType: SMS
message: Happy Birthday ${FirstName}! Celebrate with us - use code BDAY1 for 25%
off your next purchase. Have an amazing day!
subject: SampleCo
variable: SendMessage1
