Creating a Workflow for Upcoming Birthdays and Notifications

1. Click on Create workflow
2. Click on From scratch
3. Select Contact date property…
4. Click on Choose a date property
5. Type "birt"
6. Click on Upcoming Birthday (Hublead)
7. Click on Next
8. Click on Try delay until date action
9. Click on Contact enrollment trigger…
10. Click on When filter criteria is met…
11. Click on Contact properties
12. Type "birthda"
13. Click on Upcoming Birthday (Hublead)
14. Click on is equal to
15. Type " kn"
16. Click on Save
17. Click on Add new action
18. Type "slack"
19. Click on Send Slack notification
20. Click on Send notification to channels
21. Type "pros"
22. Check #prospect-birthday
23. Click on Message
24. Type "New Birthday!"
25. Click on Save
26. Click on Add new action
27. Type "task"
28. Click on Create task
29. Click on Title…
30. Click on
31. Type "New Birthday!"
32. Select Immediately
33. Click on Save
34. Click on Contact enrollment trigger…
35. Click on Re-enrollment
36. Click on OFF
37. Check ON
38. Click on Save
39. Click on Review and publish
40. Select No, only enroll contacts who meet the trigger criteria after turning the workflow on
41. Click on Turn on

1. Click on Create workflow