How to create an automated birthday email campaign

Modified on Mon, 31 Oct 2022 at 12:37 PM

Step 1: Import a list of contacts that includes a birthday column

  1. To ensure that no data gets lost, choose the correct date format
    1. Select the Birthday column in your spreadsheet
    2. Right-click and select Format Cells
    3. Click on the Date category and select "3/14/2001" (M/DD/YYYY)
    4. Click OK
  2. Import your contact list

Step 2: Create your automated email campaign

  1. From the Campaigns section, click Create Campaignafterwards select EMAIL

2. Enter a Campaign Title
3. Click Trigger By Condition
4. Click on the trigger dropdown and select Create New Trigger

5. Enter the trigger name, e.g. Birthday
6. Click on Add Condition
7. Click on the Field Name dropdown and select Birthday
8. Click on the 2nd dropdown and select either Today or In 7 Days
9. Click Save
10. Click Next

11. Enter Email Subject and click Design Email Content

12. Create your email and click Finish Editing

13. Review the email and then click Launch Campaign

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