Automation recipe
Birthday or anniversary, ready to switch on.
Send a note on the day a date in a contact field comes round, every year. Made for a birthday; point it at any date field, such as a customer-since date or a renewal, for an anniversary.
How it works
What the flow does
The date comes round
A date trigger watches a contact field.
Send the email
A short, personal note, every year.
What this automation sets up
It builds the parts for you.
Install this automation recipe and HiveMail creates only what is missing, then gives you a draft flow to review. Nothing goes live until you switch it on.
- A birthday date field
- One starter email
- A draft flow
Use caseReview the emails, adjust the timing, and activate.
FAQ
Questions about this automation
Yes. Point the trigger at any date field.
Add the field to your signup form or import it.
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