The birthday email automation workflow is triggered when the day and month match the birth date mentioned in the subscriber profile. Your automated birthday email will only be sent out to people who have this information available. The trigger doesn’t take into account the year, meaning your birthday email will be sent out every year from the moment you set it up.
How do I build this workflow?
Create a new workflow and give it a name, for example: “Birthday email”
Select the trigger The anniversary of a date
Select the subscriber group that needs to receive the birthday email
Create a date field (or write birthday if you don’t have the field yet). MailerLite will take information from that field
Leave the Use this date field setting to On, meaning the email will be sent on the day itself. Then select the time
Create a new birthday email. Use personalization to address the reader even more personal, for example by using their name in the birthday email
Turn the workflow on
Do you want to make it personalized? For example, only send automated birthday emails to customers that are older than 50?
To do so, you need to add a condition above the New birthday email step. In the workflow, click on the plus sign and add a Condition based on custom fields. Then select the option “birthday” “is before” “1969-01-01“ (these people will be 50+ in 2019, change the year to change the age).
The subscribers with the green thumbs up will then receive the birthday email (you need to set this up) and the subscribers with the red thumbs down will receive nothing (you can leave it empty).