Birthday greeting

Build loyalty by sending your customers a personalized email to wish them a happy birthday. 

In this article you'll learn how to create an automated email on the contact's birthday.


Objective: Loyalty.
Difficulty: Beginner.
When to use it: In automated newsletter campaigns.


This strategy is part of our pool of templates. To implement it in your account, log in to your Connectif account and go to “Workflows Create new workflow”. In the Create from template section, enter the name of the workflow in the search engine (Birthday card) then click Select and click Create.


How it works

To send an automated campaign to congratulate every contact on their birthday, we will set up a daily email in the workflow that will be sent only to contacts whose birthday it is. 

Felicitación de cumpleaños-min.png


Workflow configuration


Before configuring your workflow, create the following elements:
— An email, to send birthday wishes.

STEP 1. "Start" node

(This node will set the target audience for the action).

1. Click (Edit node settings) for the “Start” node.

2. Under Select limitation, check "All my list" and select "Contacts with email".

3. Under Select data source, check “All existing and new”.

4. Click Update.

Felicitación de cumpleaños inicio-min.png


STEP 2. "On entering segment" node

(This node will enter the contact into the workflow as soon as they join the “Birthday today” segment).

5. Click (Edit node settings) for the “On entering segment” node.

6. Under Select a segment, choose the segment created.

7. Click Update.

Felicitación de cumpleaños al entrar al segmento-min.png


STEP 5. “Send email” node

(In this node will send the happy birthday email).

8. At the junction of this node with the previous one, click on the circle until "Yes" appears.

9. Click (Edit node settings) in the “Send email” node.

10. Select the email you want to send and click Next .

11. In the Send to section, select "Contact".

12. Indicate the "Newsletter" type of email.

13. Configure the parameters section of "Send to contact".

14. Under Google Analytics, click "Enable Google Analytics" then Next .

15. Click Complete .

Felicitación de cumpleaños enviar email-min.png




Your workflow for sending contacts a birthday card is now ready.


Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.


Keep learning!

To make the most of your Connectif account, we recommend reading these articles next:

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