Birthday & Anniversary Email Automation

Service Scope

Birthday & Anniversary Email Automation is a fixed-scope email automation service for one business, one email marketing platform, and one recurring birthday or anniversary workflow with up to two automated emails.

Create a recurring date-based automation using an existing birthday, anniversary, renewal, membership, or other reliable date property.

Define the Date-Based Journey

We confirm the date property, recurrence logic, eligible audience, timing, personalization, offer rules, and suppression conditions.

• Date property
• Recurring or one-time behavior
• Audience eligibility
• Timing before or on the date
• Offer and personalization rules

Build the Date-Based Workflow

We configure one recurring date-based automation with up to two emails and up to six native actions.

• 1 date-based workflow
• Up to 2 automated emails
• Up to 6 workflow actions
• Date enrollment logic
• Basic personalization and exclusions

Testing and Validation

We use representative records with controlled date values to verify enrollment timing, personalization, recurrence behavior, and exclusions.

• Date-property validation
• Enrollment timing test
• Personalization review
• Recurrence review
• Suppression check

What's Included

• 1 date-based workflow
• Up to 2 emails
• Up to 6 actions
• Date logic
• Personalization
• Testing and activation
• Implementation summary

Client Requirements

The client must provide the access, content, data, and approvals needed to configure and test the automation.

• Administrator or workflow access to the selected email marketing platform
• An active plan that supports the requested automation features
• Permission-based contact data with accurate subscription status
• Final approved email copy, brand assets, links, and offers
• Accurate contact, customer, event, or commerce data required by the trigger
• Representative test records
• Timely review and written approval before activation
• A reliable date property populated for eligible contacts

Delivery and Revisions

Standard delivery is 4–6 business days after all required access, content, data, and approvals are received. Platform processing, integrations, and data availability may extend completion.

One consolidated correction round is included when requested changes remain within the approved scope. New emails, new branches, new triggers, replacement content, or materially different workflow logic are quoted separately.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Creation of missing customer date data
• Loyalty program development
• More than 2 emails
• Email marketing platform subscription, add-on, or third-party application fees
• Purchased or scraped contact lists
• Original legal, privacy, or regulatory advice
• Guaranteed inbox placement, engagement, leads, conversions, retention, or revenue
• Work outside the stated quantities or workflow logic