Requires permission to view customer information to read settings and permission to send campaigns to change them in the selected property.

Steps

  1. Open Engagement → Settings and find Birthday emails. Check the selected property before changing the automation.

  2. Resolve any Complete email setup before enabling requirements: publish the customer retention policy and marketing terms, configure the email provider, and set a valid property time zone.

  3. Choose a Birthday email design, review its sample preview and email subject, and select Send time in the displayed property time zone.

  4. Turn on Send birthday emails automatically, choose Save birthday email settings, and wait for Birthday email settings saved. To stop future greetings, turn the switch off and save again.

  5. Add missing birthdays on each customer's profile. Eligible customers need a recorded birthday and email address; loyalty membership is not required. Email unsubscribes are respected. Greetings are sent once each year, and February 29 birthdays use February 28 in non-leap years. Saving settings does not itself send an email.