Event based automation with personalized content?

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I have a workflow for birthday emails but I'm trying to send them out to our employee audience group but need the email to say "It's {fill in the blank} Birthday today!" Is there a way to do that?
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Batten & Shaw, Inc.

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Posted 11 months ago

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Grey Stepp, Support Team Manager

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Hi there Batten & Shaw!   

It sounds like what you're looking for here is our PERSONALIZATION functionality.  

You can find information on how to use that HERE IN OUR RESOURCE CENTER .  

The short version:

1. In the mailing, click INSERT and PERSONALIZATION and then choose the contact field that you'd like to insert from the dropdown.  That looks like this:






2. If you're looking to add that Personalization into the SUBJECT LINE, you can copy that bit of code from within the mailing and paste it into the subject line.  


Where, for the subject line, you would have "Happy Birthday, [% member:first_name default=" " %] ! "  

Make sure to fill in something for the default value, in case you have contacts that do not have a first name listed.  

Let me know if you have any questions!  

- Grey