CRM

AJan
Participant

Birthday Email

SOLVE

Hi, 

 

I am trying to set up a workflow to enrol contacts who have their birthday today and subsequently, send them a happy birthday message.

 

I will then try to make this recurring every day

 

I am new to Hubspot so any tips would be much appreciated

 

Thanks

0 Upvotes
1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Birthday Email

SOLVE

Hi @AJan,

 

Check out @karstenkoehler's response here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Automated-Birthday-Salutation/m-p/648445

 

This should do the trick!

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

1 Reply 1
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Birthday Email

SOLVE

Hi @AJan,

 

Check out @karstenkoehler's response here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Automated-Birthday-Salutation/m-p/648445

 

This should do the trick!

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer