Birthday - workflow automation

Smart CRM & Sales Hub CRM
1

I have set up a workflow with a Birthday email, which is linked to date of birth for a client. It does not give me an option to select center on a date property. Will this cause an issue?

2

Hi @NHarvey,

The UI has changed slightly since I posted here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Automated-Birthday-Salutation/m-p/648445

Here’s what you would do:

  1. Create workflow
  2. Click “Skip trigger and choose eligible records”

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  1. Select “Contact”
  2. Save and continue
  3. Click into enrollment criteria box
  4. Select “Based on a schedule”

karstenkoehler_2-1756698729969.png
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  1. Follow the rest of the steps here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Automated-Birthday-Salutation/m-p/1030641/highlight/true#M5881

Best regards!

3

What do you mean by Click “Skip trigger and choose eligible records”

4

@NHarvey are you not seeing the screenshot with the red arrow pointing at that option in the user interface?