Creating a Birthday Flow

Sending an email or SMS on a recipient's birthday can be a good way of sending personalised content and engaging with your recipients. The personalised content could contain a birthday offer, gift, or voucher that can be used X amount of days after the birthday.

In order to set up a birthday flow, you'll need to have a Person Data field which contains your recipients' birthday.

This particular example will send a birthday SMS or email when it will be the recipient's birthday soon.

How to Create a Birthday Flow

1. Log into Staging.
2. Create a Target Group.
3. Add the following Condition to your Target Group: Person Data - BIRTHDAY - Is on the same day of the year - 0 - Days in the past from now - Condition met.

A Target Group finding recipients who have their birthday today 

4. Create an email or SMS.
5. Create a Flow.
6. Add an email Step with your email attached or an SMS Step with your SMS attached.
7. Add the Target Group to your Flow.
8. Add a schedule where the schedule checks daily for new recipients.
9. Save your Flow.
10. Publish to Production when you want to go live with the Flow.

You've now configured a Flow which sends out a birthday email to a Target Group that collects recipients who have their birthday today.

A birthday Flow checking every day at 10:00 if anyone has their birthday today, in which case, the recipient will receive a Happy Birthday SMS