Who This Is For / When to Use
Use this trigger if you want to automatically send birthday messages, offers, reminders, or internal notifications based on a contact’s date of birth.
This trigger is commonly used for:
Birthday emails or SMS
Birthday discount campaigns
Loyalty or VIP messaging
Internal reminders for account managers
What the Birthday Reminder Trigger Does
The Birthday Reminder trigger adds a contact to a workflow based on the birthday date stored in their contact profile.
By default, the trigger runs on the contact’s birthday, but timing and eligibility can be customized using filters.
How to Add the Birthday Reminder Trigger
Step 1: Create or Edit a Workflow
Navigate to Automations in the left sidebar.
Click Workflows.
Select Create Workflow, or open an existing workflow and choose Edit Workflow.
Step 2: Add a New Trigger
Inside the workflow builder, click Add New Trigger.
In the trigger list, open the Contact section.
Select Birthday Reminder, or use the search bar to locate it.
Step 3: Configure the Birthday Reminder Trigger
Workflow Trigger Name (Optional)
You may rename the trigger for clarity inside the workflow builder.
This name is display-only
Renaming does not affect trigger behavior
Step 4: Configure Trigger Filters
Filters control when and which contacts are added to the workflow.
Timing Filters
Before no. of days
Triggers the workflow a set number of days before the contact’s birthday.After no. of days
Triggers the workflow a set number of days after the contact’s birthday.
If neither is set, the workflow triggers on the birthday itself.
Date Filters
Month is
Limits the trigger to birthdays in a specific month.Day is
Limits the trigger to a specific calendar day.
These filters are optional and can be combined.
Custom Field Filters
You can restrict which contacts qualify using Custom Field conditions, such as:
Contact type
Subscription status
Internal flags or segmentation fields
Step 5: Save the Trigger
Click Save Trigger in the bottom-right corner of the trigger setup panel.
Add Workflow Actions
After saving the trigger, add one or more workflow actions, such as:
Send email or SMS
Apply or remove tags
Add internal notes
Notify users
Update contact fields
Important:
To ensure birthday messages send every year, enable Allow re-entry in the workflow settings.
Save and Publish the Workflow
Click Save in the top-right corner of the workflow builder.
Toggle the workflow from Draft to Publish.
Use Test Workflow to confirm expected behavior before enabling.
Common Issues and Fixes
Workflow Does Not Trigger
Confirm the contact has a birthday date saved
Ensure Allow re-entry is enabled for annual workflows
Check timing filters are not excluding the contact
Verify month or day filters match the contact’s birthday
Workflow Only Triggers Once
Enable Allow re-entry in workflow settings
Confirm the workflow is published, not left in Draft
FAQ
What is the Birthday Reminder workflow trigger?
The Birthday Reminder trigger enrolls a contact into a workflow based on the birthday stored in their contact profile, allowing automated actions on or around that date.
Can I trigger the workflow before or after a birthday?
Yes. Use Before no. of days or After no. of days filters to control timing.
Does the workflow run every year automatically?
Only if Allow re-entry is enabled in the workflow settings. This is required for annual birthday automation.
Can I limit the trigger to specific months or days?
Yes. Use the Month is and Day is filters to target specific dates or seasonal campaigns.
Can I filter which contacts qualify for birthday workflows?
Yes. You can apply Custom Field filters to restrict which contacts are added.
Can I use the Birthday Reminder trigger for promotions?
Yes. This trigger is commonly used for birthday discounts, special offers, and loyalty campaigns.
How do I collect birthdays automatically?
Add a Birthday field to your Forms or Surveys. When a contact submits the form, their birthday is saved to their contact profile and will qualify them for Birthday Reminder workflows.