Recurring Birthdays in Contact List

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Once I have input my clients Birthday in the contacts list, is it possible to create recurring Birthday dates in the contact list? So I can call or send out a birthday card on clients birthdays?

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Community Manager

Hello @ramyzada this knowledge article explains how you can send your contacts an automated email on their birthday using a workflow: How do I send my contacts an automated email on their birthday?

 

If you'd prefer to make a call / send a card instead, you can replace the final steps of this propsoed workflow and instead choose the option to send an internal reminder to your team. Find out more here.

 

 

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