Send birthday mails
Similar use cases: Send mail to contact or salesperson on due date / renewal date / followup date etc.
This assumes you have created a custom field for birth date. You can use similar logic for any date field like due date, followup date, renewal date etc.
Everyday we need to find Contacts, whose birthday is today, and send them mail. That’s why we create a scheduled UTon and schedule it to be activated everyday.
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Logical Flow:
- Find all contacts whose birthday is today
- Send a mail to each such contact
You can use similar logic for any date field like due date, followup date, renewal date etc.
Note: For birthday, we need to choose date is today (ignore year). In most other cases, you won’t choose ignore year.Logical Flow for similar use cases:
- Find all records where the desired field contains today’s date
- Send a mail to contact/salesperson
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- When to execute: Daily
- On which records: Contacts
- Filter criteria: Date of Birth is Today (Ignore Year)
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Action: Send Email
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(On the next screen type out the contents of your email)
- From Assigned To (Salesperson)/ User
- Recipient Contact’s Email Address
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(On the next screen type out the contents of your email)
You can also personalize the email by clicking on the ”Add Field” dropdown. You can select the fields that you want to be added in the email body from the drop-down and the system will dynamically fetch the values from that particular Contact’s record.
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