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Workflow Trigger: Birthday Reminder

The Birthday Reminder Workflow Trigger in Stack allows you to automatically send birthday greetings, special offers, or reminders to your contacts based on their birthdate. This feature ensures personalized engagement, helping to strengthen customer relationships and boost brand loyalty. In this guide, we'll explore how the Birthday Reminder trigger works, its key benefits, and how to set it up effectively.

Table of Contents​

What is the Birthday Reminder Workflow Trigger?​

The Birthday Reminder Workflow Trigger is an automation tool that initiates workflows based on a contact’s stored birthdate. It runs daily at 8 AM (in your account's time zone), scanning all contacts to check if anyone’s birthday matches the current date. When a match is found, the workflow activates, allowing you to send birthday greetings, promotional discounts, or reminders. You can customize the timing of messages using time delays or apply filters to trigger actions on a specific day before or after a contact’s birthday. This trigger eliminates the need for manual tracking and ensures timely engagement with your customers.

Key Benefits​

  • Automates Customer Engagement: Automatically send birthday messages without manually tracking dates, ensuring consistent engagement.
  • Enhances Personalization: Use customizable templates to personalize messages with contact names, special offers, and customized greetings.
  • Boosts Customer Loyalty: Recognizing a customer’s birthday strengthens brand relationships, increasing the likelihood of repeat purchases.
  • Increases Sales & Conversions: Offering birthday discounts or incentives encourages purchases, boosting revenue.
  • Customizable Execution Timing: Use time delays and filters to send messages at the optimal time, such as a few days before or on the birthday itself.

Configuring the Birthday Reminder Workflow Trigger​

Create a New Workflow​

  1. Navigate to Automation.
  2. Click + Create Workflow.
  3. Choose + Start from Scratch or edit an existing workflow.

Add the Birthday Reminder Trigger​

  1. Click Add New Trigger.
  2. Select Birthday Reminder from the list. This sets the workflow to scan contacts daily for birthdays.

Customize the Trigger​

The Birthday Reminder Workflow Trigger can be tailored to control when and how it activates. By default, it triggers on the contact’s exact birthday at 8 AM, but filters allow you to modify the timing. This flexibility lets you deliver personalized birthday messages at strategic moments. You can set the workflow to activate before, after, or on a specific day/month to align with your campaign goals. Here are the available filters:

  • After Number of Days: Activates the workflow a specific number of days after the contact’s birthday, useful for sending post-birthday follow-ups like extended discounts or feedback requests.
  • Before Number of Days: Activates the workflow a specific number of days before the contact’s birthday, ensuring timely engagement with pre-birthday reminders or special discounts.
  • Day Is: Triggers the workflow on a specific day of the month, ideal for batch birthday campaigns.
  • Month Is: Activates the workflow based on the birth month, commonly used for grouping contacts by birth month for exclusive invitations or offers.

Frequently Asked Questions​

Q: Can I send birthday messages a few days before or after the actual birthday?

Yes, you can customize the timing using filters. For example, set the workflow to trigger 3 days before the birthday to send a pre-birthday discount or 1 day after to follow up with a special offer.

Q: Will the workflow trigger if a contact’s birthdate is missing?

No, the workflow will only trigger for contacts with a valid birthdate stored in their profile. Contacts with an empty or incorrectly formatted birthdate field will be skipped.

Q: Can I limit birthday messages to specific customer groups?

Yes, you can apply filters to send birthday messages only to contacts with specific tags (e.g., VIP customers) or those meeting certain criteria, such as a minimum purchase history.

Q: How can I ensure that birthday messages comply with GDPR and other data regulations?

Ensure that customers have provided explicit consent to receive marketing communications. Offer an opt-out option in emails and SMS messages, and store consent records in your CRM.

Q: What happens if multiple contacts have birthdays on the same day?

The system processes all matching contacts daily at 8 AM, ensuring that each eligible contact receives their message without manual intervention.