How do I set up an automated email based on birthdays?

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I would like to send a birthday card to my students based on their birthday. How do I set that up in the excel file? Will it need to be a future date? Ex. Birthday is 5/13/1996 would I need to change it to 5/13/2017 to send it on this date? IS there any other easier ways?
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Posted 2 years ago

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Grey Stepp, Support Team Manager

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Hey there!  That's a good question!  

You may want to check out our RESOURCE CENTER article on Date-Based automation triggers!

When setting up the workflow, if you choose "Date-based" as a trigger type, it will ask you if you want that to happen every year on the date or on a specific date.  Basically this is asking if you want the system to take year into account at all.  If you choose for it to be "every year" then the year is inconsequential, and you can have anything in there you like, so long as it fits in the parameters of the field that you created.  

The short answer is, "no, you don't have to update the year every time in order for it to send every year" .  

Let me know if you have any additional questions!