Create birthday or anniversary email campaigns triggered by custom date fields

Automation & No-Code

This task explains how to set up date-based birthday and anniversary campaigns using custom date fields in your data store and a generic automation workflow.

Who is this for?

Marketing teams and developers building no-code or low-code automation.

Before you start

A CMS or data store with a custom data type for contacts or an integrated CRM, a generic automation engine, and an email sending capability.

Watch out in Free Plans

❌ Some automation features may require upgrading to paid plans

❌ Sending limits could impact campaigns with large lists

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