Email Marketing Tool

Huntscape-Ops
Participant

Automated Birthday Workflow

SOLVE

I am trying to set up an automated birthday email workflow and it keeps running people through the workflow and ignoring the date birthday property.  The contact instantly completes the workflow

 

HuntscapeOps_0-1736379512361.png

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automated Birthday Workflow

SOLVE

@Huntscape-Ops if you're using the testing feature, then this might not work reliably for date-centered workflows.

 

Instead, limit your enrollment criteria to "AND Email is any of [your email]", turn it on, and you'll likely see that you won't enroll.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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6 Replies 6
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Automated Birthday Workflow

SOLVE

Hi @Huntscape-Ops,

 

Can you please share a screenshot of the full enrollment criteria?

 

Could you confirm the exact behavior you're experiencing, HubSpot enrolls all of the contacts in your CRM and executes the workflow for all of them? Could you share also screenshots of a contact with a birthday that is not eligible (showing the date) and their action log in the workflow? https://knowledge.hubspot.com/workflows/understand-your-workflow-details-page

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
Huntscape-Ops
Participant

Automated Birthday Workflow

SOLVE
The behavior is that the contact I am testing enrolls and continues through
the full workflow. There is no delay until 15 days prior to the birthday.
[image: dd8e786a-e3b3-408c-a983-627bfe1bbfbf.png]

Here is the contact that I am using to test and completes the workflow
immediately
[image: image.png]


Here are the action logs

[image: image.png]

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automated Birthday Workflow

SOLVE

@Huntscape-Ops if you're using the testing feature, then this might not work reliably for date-centered workflows.

 

Instead, limit your enrollment criteria to "AND Email is any of [your email]", turn it on, and you'll likely see that you won't enroll.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Automated Birthday Workflow

SOLVE

@Huntscape-Ops I'm not seeing images, just file names. Can you please try again and upload directly in the community reply editor?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
Huntscape-Ops
Participant

Automated Birthday Workflow

SOLVE
The behavior is that the contact I am testing enrolls and continues through the full workflow.  There is no delay until 15 days prior to the birthday.
 

2025-01-08_22-04-09.png

 

Here is the contact that I am using to test and complete the workflow immediately

 

Contact.png

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
Here are the action logs
action log.png
 

 

 

 
 
 
 

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Automated Birthday Workflow

SOLVE

@Huntscape-Ops manual enrollment bypasses enrollment criteria, that's why this contact enrolled.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes