topic Re: Automated Birthday Salutation in Tips, Tricks & Best Practices

Automated Birthday Salutation

LLangenauer — Mon, 13 Jun 2022 04:04:13 GMT

Hi,

I'm wondering how to automate a birthday email salutation to my prospects.

Ideas on how to solve this are welcome!

¡Gracias!

Lorena

Re: Automated Birthday Salutation

karstenkoehler — Mon, 13 Jun 2022 04:26:42 GMT

Hi @LLangenauer,

This can be achieved with a workflow. Navigate to Menu > Automation > Workflows > Contact-based > Contact date property and choose the field that contains the birthday:

You can then specify that this workflow should recur annually and add an automated email as the last step in the workflow:

Let me know if you have any follow-up questions!

Re: Automated Birthday Salutation

LLangenauer — Mon, 13 Jun 2022 04:54:38 GMT

Hi Karsten,

First of all, thank you for responding!

Does this trick work when the date is MM/DD/YY?

Thank you,

Lorena

Re: Automated Birthday Salutation

karstenkoehler — Mon, 13 Jun 2022 05:30:22 GMT

Hi @LLangenauer,

The property referenced by the workflow must be a date property, it cannot be a single-line text, for example. When it's a date property, HubSpot automatically recognizes month, day and year based on your settings in imports and website forms.

Best regards!

Re: Automated Birthday Salutation

LLangenauer — Tue, 14 Jun 2022 15:03:02 GMT

Thank you!

You are a amazing!

Re: Automated Birthday Salutation

SNa1 — Tue, 02 Aug 2022 17:14:40 GMT

hello

I am not abke to find Birthday in Date property.

Re: Automated Birthday Salutation

SNa1 — Tue, 02 Aug 2022 17:16:15 GMT

Hello

I am able to find Birthday in date property.

Can you please help with that

Re: Automated Birthday Salutation

DianaGomez — Tue, 02 Aug 2022 21:57:22 GMT

Hi @SNa1 hope you are doing well 🙂

This is a property that you need to create first in order to use it in a workflow.

Steps on this video.

After that, in a form you can start collecting that data from your users, or if you already have it you can import them to that property.

Hope this helps,

Diana

Re: Automated Birthday Salutation

BKhatri — Wed, 03 Aug 2022 20:07:46 GMT

Hi,

I tried your solution and it worked well. But I am facing an issue. So as of now in my case it only sends an email if the date, month and year all three match the current days date, month and year. For example a contacts Birathday is set as 08/03/2022 it would send an email because the all three match the current date. But if the same date is set as 08/03/1995, then it won't send an email beacuse the year does not match even though the date and month does. So is there any solution to avoid this or am I doing it the worng way?

Re: Automated Birthday Salutation

JSchneiderOH — Fri, 26 May 2023 19:51:18 GMT

@karstenkoehler , quick question on birthday date properties. If the birthday has a date of 3/5/1982 - for example - will HubSpot still automate the birthday workflow to send on 3/5/2024 (e.g.). Just wanted to make sure that if/when we add the birthday, including year the contact was born, to the workflow, it will fire off correctly in a workflow. Thanks!

Re: Automated Birthday Salutation

MarkusHue — Mon, 04 Sep 2023 16:12:26 GMT

Hallo @karstenkoehler, ich habe 2 Fragen rund um das Thema "Geburstags-E-Mail":

1) Ich würde bei diesem WF, bei den Aufnahmetriggern, die "Wiederaufnahme" aktivieren - um die Kontakte jährlich anzuschreiben. Korrekt so?

2) Ich würde bei der Aktivierung des WFs die Einstellung "Vorhandene Kontakte mit passenden Triggern" verwenden und nicht "Kontakte aufnehmen, deren Kriterien nach WF-Aktivierung zutreffen".

Würdest du das auch so einstellen?

Viele Grüße,
MarkusHue

Re: Automated Birthday Salutation

JLindemon — Sun, 17 Dec 2023 21:50:57 GMT

That response missed a critical issue with the date property that is posted throughout all Hubspot forums and there doesnt seem to be a soluton for it besides writing custom code or manually exorting/updating. Super frustrating

Re: Automated Birthday Salutation

AJan — Fri, 09 Feb 2024 15:16:16 GMT

thank you for your reply. I feel like i'm getting close but no cigar just yet. I have a date_of_birth field but no birthday. Do i need to create a bithday field before putting it into the workflow?

Re: Automated Birthday Salutation

DianaGomez — Fri, 23 Feb 2024 15:32:16 GMT

Hi @AJan,

Thanks for reaching out to the Community!

It appears that you are making good progress towards your goal! If your system already includes a 'date_of_birth' field, you can utilize this field to compute birthdays within your workflow. It is not imperative to have a distinct 'birthday' field if the 'date_of_birth' field is already effectively capturing the required information.

Hope this helps,

Diana

Re: Automated Birthday Salutation

Eagle56 — Thu, 11 Apr 2024 17:51:19 GMT

Hi Diana,

Thanks for this! Unfortunately the video link you sent in your last message is no longer active... are you able to please repost?

Thank you!

Re: Automated Birthday Salutation

AFudge — Fri, 03 May 2024 15:42:22 GMT

Hey there! I tried to recreate this workflow, however our contact property is "date of birth" (mm/dd/yyyy). That said, the propery that we used for date of birth is not available in the drop down you recommend. Do I actually have to add a differnet property to do this?

Re: Automated Birthday Salutation

LPitcher5 — Mon, 03 Jun 2024 19:36:39 GMT

https://www.loom.com/share/925e11552557406198db2baceedc81bf

Re: Automated Birthday Salutation

michelangeloWN — Fri, 07 Jun 2024 10:45:54 GMT

Thanks @LPitcher5, your video is very userful. I was wondering if to make the workflow recurrent each year it is enough to add the flag "Recur annually" or I need to activate the re-enrollment in the workflow trigger. Thanks

Re: Automated Birthday Salutation

sharlener — Thu, 25 Jul 2024 14:57:50 GMT

This is now out of date as HubSpot has removed the "Contact date property" based workflow.

Re: Automated Birthday Salutation

JessieS — Tue, 06 Aug 2024 19:04:39 GMT

@karstenkoehler As a heads up I noticed we sunsetted the Contact date property enrollment trigger in July 2024, which only leaves a start from scratch or delay until date workflow to try and accomplish this.

Any thoughts on making this type of recurring birthday salutation workflow without the Contact date property enrollment option? https://knowledge.hubspot.com/workflows/create-center-on-a-date-or-center-on-a-date-property-contact-based-workflows#:~:text=Based%20on%20a%20schedule%20enrollment%20triggers%20and%20the%20Delay%20until%20date