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Automate Customer Birthday Wishes in 5 Minutes 🎂 | Simple Setup

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Birthday Wishes

To automate customer birthday wishes, start by accessing Pabbly Connect. This platform allows you to schedule workflows that send personalized messages to your customers on their birthdays.

First, log in to your Pabbly Connect account. Once logged in, navigate to the dashboard where you can create a new workflow. This workflow will be responsible for sending birthday messages automatically.

2. Scheduling the Workflow in Pabbly Connect

In this step, you will set up a scheduling trigger in Pabbly Connect. This trigger will activate the workflow daily at a specific time to check for customers celebrating their birthdays.

Select the “Schedule Trigger” option in Pabbly Connect.
Choose “Every Day” from the dropdown menu.
Set the time to send birthday wishes, for example, 10:00 AM.

After saving this step, the workflow will automatically run daily at the specified time, ready to send birthday wishes to your customers.

3. Getting Today’s Date with Pabbly Connect

Next, you need to fetch today’s date using Pabbly Connect. This is essential for matching the customer birthdays stored in your Google Sheets.

Utilize the “Date Formatter” tool from Pabbly Connect. Configure it to retrieve the current date in the format of Day (DD) and Month (MM) only. This ensures compatibility with your Google Sheets data.

After setting the date format, test this step to confirm that it retrieves the correct date. This will be crucial for the next steps in your workflow.

4. Looking Up Birthday Customers in Google Sheets

Now it’s time to find customers whose birthdays match today’s date using Pabbly Connect. For this, you will use the “Lookup Spreadsheet Rows V2” feature.

Connect your Google account to Pabbly Connect.
Select the spreadsheet where customer details are stored.
Map the date retrieved from the previous step to search in the relevant column.

After configuring this step, run a test to ensure that Pabbly Connect can successfully find customers with birthdays today.

5. Sending Birthday Wishes via Pabbly Chat Flow

Finally, to send birthday wishes, you will integrate Pabbly Chat Flow with Pabbly Connect. This allows you to send personalized WhatsApp messages to customers celebrating their birthdays.

Set up a new connection in Pabbly Connect for Pabbly Chat Flow. Enter the necessary API token and configure the message template with the customer’s name and birthday greeting.

After setting this up, test the connection to ensure that birthday wishes are sent successfully. This completes your automated setup for sending birthday wishes using Pabbly Connect.

Conclusion

By following these steps, you can easily automate customer birthday wishes using Pabbly Connect. This setup not only saves time but also strengthens customer relationships through personalized communication.