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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

Professional Starter

1 Accepted solution

Birthday Email

SOLVE

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 Diamond Partner & HubSpot Certified Trainer

Schedule a Meeting with Josh

View solution in original post

2 Replies 2

Birthday Email

SOLVE

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

Birthday Email

SOLVE

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 Diamond Partner & HubSpot Certified Trainer

Schedule a Meeting with Josh

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