If you do not have any birthday field in one of your publications, you will receive an error message at the beginning of the workflow creation. When using this type of workflow, you need to have a birthday field with the birthdates of your contacts in one of your list.
For a birthday field, you must enter date in the field type when you create the list and when you enter the fields. If you have the birthday field in your list, but still get the message of error. Go back to manage list then click on manage of your list where you’ll be able to view your fields and see if the field you want to use is correctly entered as a date. Once you are sure the field is a date, you can go back to your workflow.
When creating the workflow, you can look at the diagram to see when this workflow is triggered. Enter the workflow's information and click on save and continue. At step 2, you’ll be able to select a condition for the trigger. The birthday email will be sent when the condition is met.
The condition by default is to send an email on the day of your contact's birthday. Otherwise you can select another condition such as a number of days before the birthday or after the birthday.
After choosing the right condition, edit the birthday message. Just like for other workflows, you can make a message in the drag and drop builder and use it here, simply check the box where it says use an existing message and select the message you previously created with the drag and drop editor. Of course you can also simply modify the subject and the email body at this step. Then you have a couple of options for the links’ colors. Finish this step by sending yourself a test.
Once you are satisfied with this email, click on save and continue which will take you back to the previous page. Click Activate workflow to go to the last step. Activate the workflow now or choose an activation date. You can also choose a deactivation date if you wish to deactivate this workflow on a particular date.
Pro tip: It could be a great strategy to create 2 birthday workflows with 2 different conditions. For example, the first one could be a couple days before the birthday to send a promo code and a second workflow on the actual birthday to remind the promo code. This is a great strategy to drive your subscriber to purchase.