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Birthday Automations

How to create an automation for birthdays.

P
Written by Partner Training
Updated yesterday

You can set an automation to fire based on student's birthday. This automation is great for promoting birthday party sales before their birthday and sending birthday greetings. Just go to:

  • Left Side Menu Bar > More Features > Automations

Under "Automations" page, click the "Add New Automation" button.

After clicking it, you can set the:

  • Automation Name (e.g. Birthday Automation)

  • Description (e.g. Student who have a birthday coming up)

  • What is the action that will trigger this Automation? (select "Based on their birthday")

  • Contact Type (e.g. Students)

  • Appropriate Tags

Once you're done, click the "Save" button.

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