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:
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You can access Workflow Automation. If you don’t, that’s okay, just reach out to an admin from your team.
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Supporters have birthdates recorded
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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.
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From the left-hand menu, click
Engagement → Communication Tools → Workflow Automation -
If you don’t see Workflow Automation:
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Use Search for a page in the left-hand navigation
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Type Workflow Automation
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Select Build from a template
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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
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In the template list, choose Birthday
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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:
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Adjusts messages based on donor type (for example, one-time donors or recurring donors)
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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:
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Adjusting birthday email wording
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Confirming sender and reply-to details
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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:
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Run the workflow check to confirm everything is complete
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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:
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Schedule follow-ups to adjust timing or assignments
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Personalize automation emails to refine messaging
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Return to Understanding Workflow Automation Templates for a broader overview
You can pause or edit this automation at any time if your approach changes.
What else do you need help with?
If this isn’t what you were looking for, you might want to explore:
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Which Workflow Automation Template should I use?
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How do I view workflow automation performance?
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Back to Overview: Workflow Automation