Birthday Automations

Birthday messages are impactful touchpoints when nurturing relationships. Daily responsibilities and tasks make it easy to let our own friends and family members' birthdays slip past!

Levitate Birthday Automations remove the human responsibility of remembering and sending birthday messages. Simply set up the birthday email or text message, enable automatic sending, and never worry about missing a birthday again!

Below is a video detailing how Birthday Automations can be set up, tied to the Birthday dashboard card, and even be made fully automatic.

Step-By-Step

If your contacts have birthdates on their contact profiles, you'll see a dashboard card alerting you of upcoming birthdays! Through this dashboard card, you can either set up manual sends or use an automation to send out birthday messages— alternately, you can also make the automation fully hands off by setting it up to go out without any approval. Here's how to set up a birthday automation:

From the dashboard, you can access the upcoming birthday dashboard card and choose to send via automation

The dropdown at the top left is where you'll choose what to send

To create a birthday automation, you'll go to Automations using the navigation menu on the lefthand side of Levitate

From there, you will click Create New Automation

Just as a reminder, you must be an account Admin to be able to create an automation

From here, you will choose Birthday Automation

Just like with other automations, you can name the automation and enable or disable automation-wide settings. This is where you can choose to make the automation fully hands off and automatic— meaning that the dashboard card for birthdays will no longer show and all birthdays will kick off this automation.

Once you have your settings configured, you can set up steps to go out based on the birthdate. Send before, on, or even after the birthdate using Levitate automation steps.

Once you've configured these steps, and you're all set, click Enable Automation to publish. If you'd like to use it through the dashboard card, just go back through the birthday dashboard card and choose the automation you've just created.

Wanting to send birthday communications specific to turning a certain age? Read more here.

FAQs

Q: Why do some contacts not show a green "Sent" checkmark in the birthday email report even though the automation is set up correctly?

A: There are a few common reasons a contact may not show a Sent status in the birthday report. The contact may not have an email address on their profile, in which case the send will be recorded as failed. The contact may have previously bounced or unsubscribed, which prevents future sends. The selected date range in the report may not yet include that contact's birthday — if their birthday falls outside the filtered window, no send record will appear. Finally, if the automation step has tag-based contact filters configured, a contact that does not meet those filter criteria will be skipped for that step. Checking the contact's profile and verifying the report date range are good first steps when troubleshooting a missing Sent status.

Q: I updated my email signature in Settings, but my birthday automation emails are still using the old signature. How do I update it?

A: Birthday automation emails use the signature that was selected when the automation email step was created. Updating your signature in Settings does not automatically apply to existing automations. To pick up the new signature, contact your Success Specialist or Levitate Support — they can cancel the in-progress birthday sends and restore the birthday key facts so the automation reschedules with your current signature.

Q: I am an admin but I cannot see the birthday dashboard card. Why might it not appear?

A: The birthday dashboard card appears when Levitate detects contacts with upcoming birthdates on their profiles. If the card is not showing, the most common reasons are: no contacts have a birthdate recorded on their profile; the birthday feature has not been enabled for your account; or the birthday automation is configured to run fully automatically, which hides the dashboard card and sends without requiring approval (see the automation setup steps above). If your contacts have birthdates recorded and the dashboard card still does not appear, contact our Support team at support@levitateapp.com and they can verify whether the birthday dashboard card needs to be enabled for your account.