How to send an automatic email based on a certain date like Birthday or anniversary
Introduction
With AiTrillion, you can now send 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.
Note: This workflow is only recommended if you are not assigning Loyalty points on birthdays. If you are using the Loyalty points rewards for birthdays, Click here.
Here are the steps to send an automatic email based on certain date like birthday or an 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.
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