Automating birthday emails is a great way to build loyalty among your members without spending time on it every day. Here is the step-by-step guide to setting up this automation in your dashboard.
Step 1: Create the Email Template
Before an email can send automatically, you need to design its layout and content.
Go to the Campaigns tab.
Click the small arrow next to the Create Campaign button and select Create a template.
Draft and customize your message according to your tone of voice (special offer, personalized message, etc.).
Save your template.
Step 2: Set Up the Filtered Member View
Now you need to tell the system how to automatically identify members celebrating their birthday each day.
Go to the Members View.
Apply the Date of Birth filter.
Select the condition: "Is today (day and month only)".
Note: Specifying day and month ensures the system targets the correct date regardless of the birth year.
Apply the filter: the list will instantly display the matching members.
Be sure to save this view (e.g., "Today's Birthdays"). Its contents will update automatically every morning.
Step 3: Activate the Automation
All that is left is to link your filtered view to your email template.
Go to Options > Automations.
Click Create an Automation.
Select the view you saved earlier (Today's Birthdays) in List of members.
Under actions, select Send a campaign.
Choose your Birthday Template to be sent to the members in this view.
Save/confirm.
Once these three steps are completed, the automation runs in the background: every day, members celebrating their birthday will automatically receive your message.