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.
- Find all contacts whose birthday is today
- Send a mail to each such contact
- Select contacts
Where Birthday is Today (Ignore year)
- Send Mails
This is how your flow will look.
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.
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 Table ‘Contact’
- Select Field : Birthday (custom field)
- Select Condition : Period – Date Today (Ignore Year).
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.