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Question

Automated Happy Birthday Email

  • September 25, 2024
  • 1 reply
  • 33 views

Megan Ford

Is it possible to set up automated Happy Birthday emails to be sent to clients directly through Honeybook? What trigger do I need to use for that to happen?

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1 reply

Kehaulani R

Hi. As I think about your question. I know you can create a happy birthday email or even a happy anniversary but I don’t see the option to pick a reoccurring date in the automation. 
 

The problem we are trying to solve for is to create an automated reoccurring event.  

I know we can set up a new project dates years ahead.

 

Im thinking a work-around could be to create a new project “aka Happy Birthday email” for 2025, 2026, etc and that project will be trigger with an email next year with the birthday message on the future date selected.

 

Or you can set an automated task reminder  or  a birthday calendar in one of your email accounts.