Workflows

How do I send my contacts an automated email on their birthday?

Last updated: May 15, 2018

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise

To send your contacts an automated email on their birthday using a workflow, you'll need a custom date picker contact property for 'Birthday'.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • Select Properties from the left sidebar menu. 
  • On the Contact properties tab, click Create a property in the upper right.
  • Type in a Label such as Birthday. For the Field type, select Date picker. Click Save property.

  • You can either import values for your contacts for their birthday or add this new field to your forms to collect values for your contacts.
  • Next, navigate to AutomationWorkflows and click Create workflow in the upper right. 
  • On this screen, enter a name for your workflow. Then, select Center on a date property.
  • In the Contact date property dropdown menu at the top, select your birthday contact date property.
  • When you're done, click Create workflow in the upper right.

  • For the workflow enrollment triggers, select Contact propertyBirthdayis known. Then select Done and Save.

  • Click the step in the workflow This workflow is centered on the property Birthday.

  • In the pane that slides in, select the Recur annually checkbox. Selecting Recur annually will ignore the year in the birthday field to make sure contacts are scheduled to receive the email even though the date has already passed.

  • Next, select when you'd like the first action to occur and click Save.

  • Click the plus (+) icon below the delay to add an action. Select Send email, then select your existing automated email from the dropdown, or click Create email to create the email to send to your contacts. When you're done, click Save.

  • Finally, activate your workflow by clicking Review in the upper right-hand corner. On the next screen, you can choose to enroll the existing contacts who currently meet the enrollment criteria and review your settings. Click Activate to turn on your workflow. 

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