Automate Birthday & Anniversary Emails | Date-Based Triggers with AiTrillion

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


​

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

​

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.

    • Related Articles

    • Send an automatic email when someone visits a certain product

      Introduction AiTrillion can be used to automatically email your customer if they have visited a certain product on your store. Here are the steps to send an automatic email when someone visits to certain product: Step 1: Go to Workflow Automation > ...

    • Using a Date Property Trigger with AiTrillion

      Introduction AiTrillion has recently included a Date Property Trigger in its workflow systems. You can now send automatic emails and design workflows for any of the 4 options that this offers. AiTrillion now has a date property trigger as a part of ...

    • Send an automatic email on order fulfillment

      Introduction In today's fast-paced e-commerce world, timely communication is key to maintaining customer satisfaction and loyalty. One of the most crucial touchpoints in the customer journey is order fulfillment. Ensuring that your customers are ...

    • Send an automatic email when someone visits the store

      Introduction Enhance your customer engagement and boost conversions with our automated email feature. When a potential customer visits your site, seize the opportunity to connect instantly by sending a tailored email Here are the steps to send an ...

    • Create & send email marketing campaigns

      Watch a quick video on Email marketing Introduction In this comprehensive article, we will walk you through the process of creating and sending email marketing campaigns that captivate your audience and deliver tangible results. Whether you're a ...