Discover how to set up a system that automatically sends messages on a customer's birthday, demonstrating your genuine care for them.
Here are various approaches to creating a birthday flow:
Pre-defined workflow consisting of 1 message
Creating custom workflow
Advanced workflow
Step 1. Go to Workflow automation > Click on Workflows
Step 2. Click on Create button
Step 3. Go to Happy birthday (standard) and click on use now
You can also create Happy birthday (advance) workflow
Step 4. Click on Trigger and configure settings and click on Done
Step 5. Click on Send email and configure settings and click on Done
Step 6. Click on Send push and configure settings and click on Done
Step 7. Enable the button and click on Save. A popup will appear and click on Yes, save it!