How do I record birthdays and send automatic birthday messages?

The Date of Birth field lets you send a warm birthday message to a client's family contact or a long-time referral partner, and filter contacts by birth date or age. Keep in mind this is contact information only. Do not store health details in contact fields.

Add a birthday to a contact

Open the contact and fill in Date of Birth. The field can also be filled in by a form, a spreadsheet import or an integration. Always include the full date with the year, in MM/DD/YYYY format.

Set up a birthday workflow

1. Go to Automation, then Workflows, and create a new workflow.
2. Choose the Birthday Reminder trigger.
3. Pick the timing: on the day, a number of days before or after, or a specific day or month.
4. Add actions, such as Send SMS, Send Email or Assign Task so a team member can call personally.
5. Test it with a sample contact, then publish.

Filter contacts by birthday or age

1. Go to Contacts, then Smart Lists, and click Advanced Filters.
2. Choose Date of birth to filter by dates such as This Month or In the Next 7 days, or choose Age to filter by Equals, Between, More Than or Less Than.
3. Apply the filter and save it as a Smart List if you want to reuse it.

Age is calculated automatically from the stored birthday and today's date.

Troubleshooting

• The workflow did not fire: make sure the contact has a complete, valid date of birth and the workflow is published.
• The age is wrong: check that the birth year was entered correctly.
• The message went out at the wrong time: review the trigger timing and the contact's time zone.
• Imported birthdays look off: use one consistent date format throughout your spreadsheet.

Have a question about your own account? Submit a ticket and our team will follow up.