EMMA: Birthday & Anniversary Automations
BIRTHDAY AUTOMATION WORKFLOW:
Go to the Automation tab
Click on Create New Workflow
Workflow Name: Birthday
Audience: Any Contact in My Audience (click Confirm)
Trigger Event: Date Based (click Next)
- Select: Birthday (click Next)
- Select: Every Year on the Anniversary of this date (click Next)
- Click Confirm
Click on “immediately on date in Birthday field”
- Choose “before” in the drop down
- Enter 14 Days in the open field
- Click Done
Clicl + in the Box
- Choose: Send Mailing
- Choose Birthday Campaign
- Click Save & Publish
Click Save Workflow
Click to Activate Workflow
ANNIVERSARY AUTOMATION WORKFLOW:
Go to the Automation tab
Click on Create New Workflow
Workflow Name: Anniversary
Audience: Any Contact in My Audience (click Confirm)
Trigger Event: Date Based (click Next)
- Anniversary (click Next)
- Every Year on the Anniversary of this date (click Next)
- Click Confirm
Click on “immediately on date in Anniversary field”
- Choose “before” in the drop down
- Enter 14 Days in the open field
- Click Done
Clicl + in the Box
- Choose: Send Mailing
- Choose Anniversary Campaign
- Click Save & Publish
Click Save Workflow
Click to Activate Workflow