Automatically Wish Your Contacts on Their Birthday

With Poptin’s automations, you can automatically send personalized birthday greetings to your subscribers on their special day. Once set up, contacts with a stored birthday field will enter the automation and receive your birthday email at the right time without any manual efforts.

This guide will walk you through how to create a birthday email automation from scratch, ensuring each subscriber receives a timely, personalized greeting to enhance engagement and customer loyalty.

1. From your Poptin dashboard, go to the left sidebar and click on Automations under the Email section and Click on "Start From Scratch"

2. Click Start From Scratch in the top right corner of the page. Enter a name for your automation in the dialog box and click on Create Automation to open the automation canvas.

3. Once you're on the canvas, you'll see the select " Date Trigger” option at the top. Click on it to open the trigger selection panel.

For sending birthday emails to your subscribers, you can use the Date Trigger under the automation setup. Select the Date Property that stores each contact’s birthday. This trigger will automatically add contacts to the automation flow on their birthday, making it ideal for sending personalized birthday greetings without any manual intervention.

After selecting the “Date Property” trigger, configuration window will appear.

Here, you can define the date property, timezone and choose which contacts should enter the automation flow.

• Configure the Date Property trigger by selecting On under Days Relative. This ensures that the automation is triggered on the subscriber's actual birthday.

• Next, under Select Date Property, choose Birthday. With this configuration, contacts will automatically enter the automation flow on their birthday and receive the birthday email on the same day.

• You can keep the timezone set to Recipient's Timezone to ensure emails are delivered according to each subscriber's local time.

Once configured, contacts with a valid Birthday date property will automatically enter the automation flow on their birthday and receive the configured birthday wish email.

4. With your trigger set, click the + button below the trigger node to start adding steps to your flow.

For birthday wishes email automation, you can use the Send an Email action immediately after setting the trigger to the contact’s Birthday date property. This ensures the birthday email is sent automatically on the same day.

For birthday wishes email automation, this feature allows you to automatically send personalized birthday emails to your subscribers on their special day. You can customize the subject line, sender name, preheader text, and design the email using Poptin’s drag-and-drop editor, or quickly use an existing template to create your birthday email.

5. When you add a Send an Email action to your flow, you'll be prompted to set up the email details and design the email itself.

You'll need to fill in:

• Email Name - An internal label for this email (not visible to contacts)
• From Name - The sender name your contacts will see in their inbox
• From Email - Your connected sending address
• Email Subject - Supports personalization tags like {CONTACT_FIRST_NAME}
• Pretext - A short preview line shown below the subject in most email clients

Once the details are set, choose how to design your email:

• Choose an existing draft email template - Select from your saved templates in the library

• Start from scratch - Build a simple text-only email, or use the drag-and-drop editor to design from the ground up

Learn more about the email editor here.

6. After clicking “Select” for the Choose from Existing Template option, you will be presented with a list of all your previously created templates.

From this list, locate and select the Birthday Email template. This ensures that the automation will use your pre-designed birthday email for the subscribers.

After selecting your Birthday Email template, you can make any desired edits to the content using the editor. This includes modifying text, images, buttons, or layout blocks.

Once you’ve finished making your changes, click “Done Editing” at the top right corner to save your updates and return to the automation setup. This ensures that all your customizations are applied before the email is sent to new subscribers.

Once you’ve finished editing and customizing your Birthday Email template, you need to activate the automation so that it starts sending emails to new subscribers.

To do this:

1. Toggle the automation switch to ON.
2. A confirmation popup will appear asking: “Turn on this automation?”
3. Click “Save and Turn On” to activate the workflow.

Once enabled, the automation will automatically run for all contacts that meet the trigger conditions (in this case, new subscribers who are confirmed). You can turn it off anytime if you need to pause or make changes.

Your automation setup is now complete and successfully activated.

You will now be able to see the automation listed under the Automations section, along with its performance details such as:

• Entered – Number of contacts who entered the automation
• Completed – Contacts who completed the workflow
• Opened – Number of email opens
• CTR – Click-through rate for the email

From this screen, you can also:

• Turn the automation ON/OFF anytime
• Edit the workflow or email content
• View the automation overview and statistics
• Track engagement and performance in real time

Your Birthday Wishes to Subscribers automation is now ready and will automatically send birthday emails to your contacts on their special day, ensuring each subscriber receives a personalized greeting without any manual effort.

Updated on: 04/06/2026