How do I send out an email on a contacts birthday?

how do I send out an email on a contacts birthday?

Make sure you have their birthday in the birthdate field.
Set up a campaign with a Field Timer.
Set the Field Timer to run ‘on the birthdate at 8am’ - use Next Occurrence, not date in field.
Add your email behind that timer.

If you then trigger the campaign to restart, then it will go out every year.

Thanks,
Jeff

email-sig-storybrand-certified-guide-60.png

Theres a free campaign to do exactly that :slight_smile:
https://marketplace.infusionsoft.com/listing/infusionsoft-easily-send-your-contacts-a-birthday-greeting-every-year
All the best
Andy

That was too easy! Thank you!

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