How do I set up an automated email for birthdays?

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This was helpful. What is the best way to set up birthday emails? I send an eCard on our customers' birthday. I am trying to use the automation but when clicked on I receive a pop-up menu about the new Emma automation. If I click on "I'd like early access" will there be a charge or is this part of what we already pay for? 

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Sumner Bank

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Posted 4 years ago

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Emily Hollingsworth, Alum

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Official Response
Hi there! The new automation is free to use in your account. That's just our way of letting you know that it's a new feature!

You can read more about the new automation here and get started with a new workflow for that birthday automation here. It sounds like you'll want to start with a date-based trigger for that birthday automation workflow!

Once you get started, let me know if you have any questions!!