Use birthday workflow to delight your customers by sending them an email with discount when their birthday is approaching. Date property trigger used for birthday workflow will be automatically checked by our platform once per day.
Setting up Workflow
Select Workflow Playbook
Go to workflow playbooks page and select Birthday playbook.
- Select Email (Step 2) and add new email with using template "Birthday" email template.
Click Submit to create workflow. That's it, setting up Birthday Workflow is easy when you are creating from playbook.