Overview
The Birthday workflow automation template helps you recognize supporters on their birthday with a thoughtful message or follow-up.
This workflow supports warm, personal stewardship with minimal effort. Messages and follow-ups are pre-built and fully reviewable. Nothing is sent or assigned until you activate the workflow.
Use this template to celebrate supporters in a simple, meaningful way—without manual tracking.
Before You Begin
Before starting, make sure:
-
You can access Workflow Automation. If you don’t, that’s okay, just reach out to an admin from your team.
-
Supporters have birthdates recorded
-
You’re comfortable reviewing email messages or follow-up assignments
Time estimate: 5 minutes
Step 1: Start with the Template
Most people start on the EveryAction Home Page.
-
From the left-hand menu, click
Engagement → Communication Tools → Workflow Automation -
If you don’t see Workflow Automation:
-
Use Search for a page in the left-hand navigation
-
Type Workflow Automation
-
Select Build from a template
-
Tip: Templates are designed to be safe and simple—you’re reviewing an existing setup, not building from scratch.
Step 2: Select the Birthday Template
-
In the template list, choose Birthday
-
Open the template to view the workflow steps
At this point, you’re only reviewing the setup. No messages or follow-ups are created yet.
Step 3: Review Decision Logic
This workflow uses simple decision logic, which are rules that help choose the right message or follow-up.
As you review the steps, you’ll see that the workflow:
-
Adjusts messages based on donor type (for example, one-time donors or recurring donors)
-
Determines whether to send a birthday email or create a follow-up task
These checks help keep outreach appropriate and personal.
Step 4: Customize Messages and Follow-Ups (Optional)
You can edit the messages or follow-up assignments to match your organization’s voice and process.
Common updates include:
-
Adjusting birthday email wording
-
Confirming sender and reply-to details
-
Reviewing whether follow-ups are assigned
Tip: If the default messages and follow-ups work for you, no changes are required.
Step 5: Run Check and Activate
When you’re ready:
-
Run the workflow check to confirm everything is complete
-
Activate the automation
Important: Once activated, this workflow will begin sending birthday messages or creating follow-ups automatically. If you’re not ready, you can save your work and activate it later.
What’s Next?
After activation, you may want to:
-
Schedule follow-ups to adjust timing or assignments
-
Personalize automation emails to refine messaging
-
Return to Understanding Workflow Automation Templates for a broader overview
You can pause or edit this automation at any time if your approach changes.
Not quite what you were searching for?
- Navigate back to the Build Your First Workflow Automation Resource Index.
How do I use the birthday workflow automation template? | How does use the birthday workflow automation template work in EveryAction? | Why can't I use the birthday workflow automation template? | Where do I use the birthday workflow automation template in EveryAction? | What is use the birthday workflow automation template in EveryAction? | How to use the birthday workflow automation template? | Can I use the birthday workflow automation template in EveryAction?