UTron - Send Birthday Mail

Send Birthday Mail

You can automatically send birthday mails to clients. This will help you build stronger relationship with them.

Assumption : There is a custom field ‘Birthday’ of type ‘Date’ in Contact Table

Design of UTron Flow

Type : Scheduled UTon

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.

Logical Steps

Find all contacts whose birthday is today
Send a mail to each such contact

Steps in UTron

Select contacts
Where Birthday is Today (Ignore year)
Send Mails

This is how your flow will look.

Implementation

Make sure you have done both the Get Started tutorials before this :

Get Started – Part 1

Get Started – Part 2

To create UTron, you must be admin. Go to UTrons And choose “Scheduled UTron”.

Select Records : We need to select Contact records (filter) whose Birthday is today.
- Select Table ‘Contact’
- Select Field : Birthday (custom field)
- Select Condition : Period – Date Today (Ignore Year).
If you are not using wizard, and instead adding steps to flow, a List Flow will be automatically added to your flow after above step. Add below step(s) inside this List Flow. Selected records will be passed to this List Flow one by one and the operations will be performed on each record.
Select Action: Send Email
- Select sender : Select your email account from which you would like to send email. You need to have atleast 1 email account added.
- Select recipient : Select Contact’s Email field
- Subject & Email content : Compose the mail. You can also add fields and they will be replaced by actual values when sending.
Continue. Your UTron Flow will be automatically created for you. You can add more steps if needed.
Test the UTron
Schedule the UTron to run daily by selecting all days of the week.

Add to existing UTron

If you want this as a part of existing UTron, you need to add steps in your UTron’s flow.

Add step – Select Records.
- Select Table ‘Contact’
- Select Field : Birthday (Custom Field) & Select Condition : Period – Date Today
- We need to refer to this list of contacts in other places in flow. So give it a name (plural) like BirthdayContacts. We also need a way to refer each contact in this list (singular) like BirthdayContact. Set singular & plural. Then click Save.
Above step will give you list of Contacts. Now you need to email every Contact in that list. System will automatically add a group after this step. You can add any steps in this group and they will be executed for every contact in the list.
In the group, add step – Send Email
- Select sender : Select your email account from which you would like to send email. You need to have atleast 1 email account added.
- Select recipient : Select Contact’s Email field.