How to Set Up the Birthday Reminder Workflow Trigger

The Birthday Reminder trigger watches your contacts' birth dates and starts a workflow when there's a match. Use it to send greetings, birthday-month offers, or post-birthday follow-ups without tracking dates by hand.

How it runs

Once a day at 8 AM in your account time zone, Sparkforge scans every contact for a birthday matching the current date. Each match enrolls the contact in the workflow. Filters and time delays let you shift this to before, after, or on a different schedule entirely.

Set up the trigger

1. Go to Automation and click + Create Workflow. Pick Start from Scratch or open an existing workflow.
2. Click Add New Trigger and select Birthday Reminder.
3. Add filters to control timing (see below).
4. Build out actions — email, SMS, internal notification, tag updates.
5. Save and publish.

Available filters

• After Number of Days — fire X days after the birthday. Good for follow-up offers.
• Before Number of Days — fire X days before the birthday. Good for pre-birthday discounts.
• Day Is — fire on a specific day of the month regardless of the actual birthday. Good for monthly batch sends.
• Month Is — fire only for contacts whose birth month matches. Good for month-long offers.

Combine with tags for VIP segments

Add a tag filter inside the workflow (or as a wait condition) to limit messaging to specific segments — VIPs, top spenders, recent customers — instead of every contact with a birth date on file.