Birthday & Anniversary Reminder Workflows

An easy win for you and your church is to utilize workflows to remind you of your congregation's upcoming birthdays and anniversaries. These workflows are incredibly easy to build and by employing these your people will feel known and valued as you celebrate their special days with them! 

Upcoming Birthdays/Anniversary Workflow

To begin building this flow, from the Trigger Menu select Individual - Date Field



In the "Match a Individual who is in..." field, select the Group(s) that you would like associated with this flow. The groups used in this flow could be very narrowly focused or as broad as the entire church. Similarly, ministry or department leaders may build these flows specifically to focus on their own department. 

After selecting a group, select the event Birthday or Anniversary and select "Yes" to "Treat This event as an anniversary." Finally, decide how long in advance you would like your reminder to occur. In this example, the reminder will occur when the birthday/anniversary is 1 week in the future. 



The next step is to select the action you would like to take. There are many options, but some of the most common would include:

  • Sending an email or text to the individual wishing them a happy birthday!
  • Assigning an Interaction to the pastor or leader. There is flexibility here, such as assigning an interaction to send a card, make a phone call, send a text, etc. 

In this example, we have assigned an interaction to the pastor that asks him to send a card to the individual wishing them a happy birthday! 



Make sure to select Save and this workflow is live and active! 




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