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How to create a Birthday/Anniversary workflow

To create a workflow to send an SMS to a specific contact in relation to an anniversary or birthday, follow these simple steps:


Start by creating a property for the significant date (e.g. Birthdate) as follows:

  1. Go to Settings
  2. Click on Properties
  3. Click on Create Property

 


In the slide-out menu, set the parameters as follows and click Next:

Then, choose the field type (date picker) and click Create.


Now it's time to create your workflow...

Start by going to Automation, then Workflows, and then Create Workflow:


Follow these steps:

  1. Select Contact-based
  2. Name your workflow - e.g. "Happy Birthday SMS"
  3. Select Center on a date property
  4. Choose your new Birth Date field 
  5. Click Next



Set the Enrollment Trigger as follows:

Filter Type = Contact Properties

Contact Property = Lifecycle Stage


Condition = Customer


Click Apply filter, and then click on the re-enrollment tab.

Tick the "Allow contacts...." box, as well as the "Lifecycle Stage..." box and then click Save


Click on the Specify a Date step, and in the slide-out menu tick the box next to Recur annually, and then click Save


Click the "+" icon to create a new action, and select MessageMedia SMS from the menu on the right hand side, and enter your message:


Click Save