Birthday: email + WhatsApp automation

A birthday email in the morning, then a WhatsApp gift code if it isn’t opened. Make sure every customer sees their birthday gift, and uses it.

Use this workflow free

How it works

Starts every year on the contact’s “birthday” date. 1 email + 1 WhatsApp over 4 hours.

Day 0: send “Happy birthday, Alex! 🎉”
Design: Happy birthday template
Wait 4 hours
Only continue if the contact didn’t open the previous email
Everyone else leaves the sequence here.
Day 0: send the WhatsApp message “Birthday offer”
Template: Birthday offer WhatsApp template

Frequently asked questions

What is a birthday: email + whatsapp automation?

A birthday email in the morning, then a WhatsApp gift code if it isn’t opened. Make sure every customer sees their birthday gift, and uses it.

How does the birthday: email + whatsapp sequence start?

Starts every year on the contact’s “birthday” date. Each contact then moves through the steps on their own schedule.

How many messages are in the birthday: email + whatsapp sequence?

It contains 1 email + 1 WhatsApp over 4 hours. You can add, remove or reorder steps, change the waiting times and edit every message. WhatsApp steps use Meta-approved message templates, sent from your own WhatsApp Business number.

How do I set up this birthday: email + whatsapp automation?

Create a free ENB Technologies account, connect your WhatsApp Business number, then go to Automations › New automation and choose “Birthday: email + WhatsApp”. Review the messages, then click Activate.

Also searched as: birthday whatsapp message automation, birthday email and whatsapp, birthday coupon flow, automated birthday greeting

At a glance

Goal: Make sure every customer sees their birthday gift, and uses it.
Trigger: Yearly date
Length: 1 email + 1 WhatsApp over 4 hours
Smart rules: skips people who unsubscribe; waits for double opt-in confirmation

Use this workflow free

Birthday: email + WhatsApp automation

How it works

Frequently asked questions

At a glance

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