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How to set up a birthday automation
How to set up a birthday automation

Learn how to send an automated email to families for the leads birthday

Claire Wuoti avatar
Written by Claire Wuoti
Updated over a week ago

Create a birthday email template

The first step is to create the birthday email template. This will be used in the automation you'll set up next.

Go the Emails > Templates module, and + Create template

Name your template and then populate the required fields. Make sure you save the template when you are finished.

Create an Automation

Next, open the Automations module in Funnel, then select + new automation.

You will then see a pop up window prompting you to choose a template.

You will see there is a pre saved template: Send lead a happy birthday email

Select this, then hit create automation in the bottom right corner.

The automation will look like this:

Then, click choose what happens. Select send email on the left:

Here, you can choose the birthday template you created earlier.

To finalise the automation, check the automation settings by clicking the cog in the top right hand corner:

The final step is to publish the automation. Leads will now get the birthday email on the day of their birthday!

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