HubSpot | 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