Send Birthday Messages Automatically
A birthday text with a small offer is the cheapest repeat-revenue campaign in existence. In HighLevel it takes ten minutes to set up - forever.
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Birthday campaigns convert absurdly well because they're personal, expected and welcome. HighLevel's birthday-date trigger fires a workflow on (or before) each contact's birthday - send a text, an email, a gift-card offer, or all three.
Restaurants fill tables with birthday parties, salons book celebration appointments, gyms and med spas send gift credits. Collect the birthday on any form and the machine runs itself year after year.
- Collect birthdays on forms, check-ins and intake
- Create a workflow with the Birthday trigger
- Send a celebratory SMS/email with an offer or gift
- Schedule it days early for reservation-style businesses
- Watch redemption in campaign reporting
The compounding effect
Every new contact you capture joins the birthday machine automatically. Two years in, this single workflow can quietly drive hundreds of high-margin repeat visits annually - with zero ongoing effort.
Ready to try it yourself?
Send automatic birthday texts and emails with offers in HighLevel - a set-and-forget workflow that drives repeat revenue and loyalty all year.
Frequently Asked Questions
What if I don't have birthdays for old contacts?
Run a one-time 'update your info for a treat' campaign - a small incentive typically fills in a large share of missing birthdays.
Can I send before the actual day?
Yes, offset the trigger to fire days in advance - ideal for businesses that need reservations or bookings.
