How to send an automatic email based on a certain date like Birthday or anniversary

How to send an automatic email based on a certain date like Birthday or anniversary

Introduction

With AiTrillion you can now send an automatic emails with our date property trigger that will help you send an automatic email on a certain date. Options include birthdate, Customer created date, first order date and last order date.

Here are the steps to send an automatic email based on certain date like birthday or anniversary:

Step 1: Go to Workflow Automation > Workflows

Step 2: Now click on Create


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Step 3: Drag the date property trigger to the My Workflow area and then click on it to configure it. When ready, click done.

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Step 4: Once done, drag an action of your choice to the 'my workflow' area and click on the action to configure it. Note: You can use multiple actions and filter combinations. When all settings are done, connect the dots, give your workflow a name, save it, and turn it on!

Remember not to use contact throttling options here.

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