Contact Anniversary Message

Celebrate customer anniversaries with a thoughtful message to build loyalty and encourage repeat business.

This workflow will:
  • Trigger automatically when the date in your contact’s Anniversary field* occurs.
  • Send one celebration message with a special loyalty discount.
  • Repeat annually.
  • *This template requires a custom field that contains contact anniversary data Use this template to select your custom field or a new field right within the builder.
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Contact Anniversary message
name: Contact Anniversary Message
description: ""
runOnlyOnce: false
timeZone: America/Los_Angeles
status: UNPUBLISHED
nodes:
  - id: "5810913689307136"
    name: Date and Time
    config:
      type: .configuration.trigger.ListOnDateTime
      transitionTo: Send Message 1
      triggerType: DYNAMIC
      relativityType: ON_DATE
      recurringConfig:
        period: ANNUALLY
  - id: "5810913689307137"
    name: Send Message 1
    config:
      type: .configuration.action.SendMessage
      messageType: SMS
      message: Happy Anniversary, ${FirstName}! Thanks for being part of our
        community. Use code THANKYOU for 25% off your next purchase. We
        appreciate you!
      subject: SampleCo
      variable: SendMessage1

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