Celebrate your customers’ special day effortlessly.
Sender’s birthday email automation helps you send timely messages, build stronger relationships, and encourage repeat engagement.
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A birthday email automation is a series of automated messages sent to subscribers around their birthday. Its purpose is to celebrate the occasion, show appreciation, and strengthen the customer relationship through personalized greetings, special offers, or thoughtful content that encourages continued engagement with your brand.
This birthday email sequence helps SaaS brands strengthen customer relationships by recognizing personal milestones and showing genuine appreciation to users. By combining thoughtful messages, exclusive perks, and useful product resources, it encourages continued engagement while reinforcing a positive connection with your brand.
This birthday email sequence helps B2B brands build stronger relationships by recognizing personal milestones and showing appreciation to key contacts. By combining thoughtful messages, small perks, and helpful resources, it keeps engagement high while reinforcing a positive connection with your brand.
This birthday email sequence helps ecommerce businesses build stronger customer relationships by celebrating personal milestones with thoughtful messages, special offers, and personalized product recommendations. By making customers feel valued on their special day, it encourages repeat purchases, boosts engagement, and strengthens long-term brand loyalty.
This birthday email sequence helps event organizers strengthen relationships with attendees by recognizing personal milestones and showing genuine appreciation. By combining thoughtful messages, exclusive perks, and personalized event recommendations, it keeps audiences engaged while encouraging future registrations and a stronger connection with your brand.
This birthday email sequence helps newsletter and media organizations strengthen reader relationships by recognizing personal milestones and showing genuine appreciation. By combining thoughtful messages, exclusive content, and subscriber perks, it encourages continued engagement while reinforcing a positive connection with your publication.
*Forbes Advisor, 2026
In Sender’s dashboard, go to the ‘Automations’ tab and click ‘Create new workflow’.
Select the ‘Birthday’ sequence by clicking ‘Use this template.’
Click on individual steps in the sequence to modify default images, delay times and messages that align with your brand’s tone.
When you’re happy with your changes, save the sequence and hit ‘Activate’ to launch the birthday sequence.
Sender’s birthday workflow template is ideal for any business that collects customer birthdates and wants to build stronger relationships through personalized communication. It works well for ecommerce brands, SaaS companies, service providers, and membership-based businesses looking to boost engagement, loyalty, and repeat purchases.
Sender lets you collect birthdays by adding a date field to your signup forms or preference center, then storing each one in a custom contact field. Once saved, you can use that field to automatically trigger a birthday email automation every year. You can also run a quick campaign inviting existing subscribers to add their birthday in exchange for a small perk.
Yes, Sender allows you to include discount codes, free shipping, or special offers in your birthday emails to make the occasion feel rewarding. You can personalize each message with dynamic fields like the subscriber’s name and add a clear expiry date to create gentle urgency. This makes the offer feel timely and encourages subscribers to act before it runs out.
Yes, with Sender you can build an automation that sends a birthday greeting on the day, followed by a reminder a few days later. Using conditions, you can send the reminder only to subscribers who haven’t claimed their gift yet, and adjust the delay between emails to match how long your offer stays valid. This helps you re-engage people who missed the first message without over-emailing.
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