💡 CX Tips is part of our community tips series, where we post some of the most commonly asked questions we hear from ActiveCampaign customers. Have a new question? Start a new topic by clicking +New Topic in the upper right hand corner!
đź’ˇ Is there a way to automate sending a happy birthday email to a contact on their birthday?
Yes! We recommend using the date based automation trigger for this.
The “Date-based” automation trigger lets you start an automation based on a contact’s date field. You can choose to start the automation before, on, or after the date displayed in their field!
More info on starting an automation on a date/time can be found here.
Date based goals are one of the most powerful things - this birthday example is great to learn from. Now imagine it is a webinar date, event date, meeting date, etc and you can start to imagine what else you can do.
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