Make the workflow
Automations > Workflows > + Create Workflow. Add the Birthday Reminder trigger and set it to the day of the birthday.
Automations› WorkflowsAdd the message
Add Send SMS or Send Email.
Birthday textHappy birthday {{contact.first_name}} from everyone at [business]. Here's [offer] this month as a thank you: {{custom_values.booking_link}} Reply STOP to opt out.Let it repeat
Turn on Allow Re-entry so it runs every year, then publish.
When it's done
Customers get a birthday message every year without you lifting a finger.
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