How to Send Birthday And Anniversary Greetings Via WhatsApp?

To send birthday and anniversary greetings via WhatsApp, start by copying the Google sheet and setting up the automation builder, where you'll find the triggered step set to start with a webhook, and copy the webhook URL to paste it in the designated area.

Gsheet URL - https://tinyurl.com/3at6f5xm

In the settings, you have two options: birthday trigger days before or after, and anniversary trigger days before or after, allowing you to set the number of days before or after the event to send the greeting .

To send a greeting on the day of the birthday or anniversary, set the number of days to zero, and to send it a certain number of days before or after, enter the corresponding number .

After setting up the triggers, click on "Save" to save the settings, which will remain saved until you change them .

In the automation builder, click on "Capture incoming webhook" and then Send greetings for each contact if the birthday or anniversary conditions are matching .

Create routers for the automation flow, starting with checking if the event is a birthday, and then create one for anniversaries .

For birthdays, set the condition to "today" if the birthday is today, and then create a template message to send from the CRM.

Add conditions for sending messages a certain number of days before or after the birthday, such as 2 days before or 5 days after .

Repeat the process for anniversaries, setting conditions for sending messages on the day of the anniversary, 2 days before, or 2 days after .

The automation template is shared below, allowing you to easily copy and customize it by changing the filter conditions and adding more routes .

Once you've set up the automation, remember to click "Save" and enable the workflow, and then ask your team to click on "Send greetings" daily to trigger the system to check the conditions and send WhatsApp greetings.

Note that the calendar format used is month-date-year, so ensure that all birthdays and anniversaries are stored in this format for the automation to work correctly.

Flow Template: /products/automation/flow/18b36149474c81eff1d0e13d9597e025