Date-Based Automation Triggers: Birthdays, Anniversaries & More

Some of the highest-converting emails are the ones that arrive at exactly the right moment. Today we're adding a new trigger type to the automation builder: date-based triggers.

Trigger on Any Date 📅

Start an automation on a recurring or one-time date, including:

• Birthdays: Send a celebration (and maybe a discount) every year, automatically.
• Anniversaries: Celebrate signup or first-purchase anniversaries to build loyalty.
• Renewal and expiry dates: Nudge customers ahead of a subscription renewal or a trial ending.
• Holidays: Schedule seasonal campaigns once and let them run every year.
• Any custom date field: If you're tracking a date on a contact, you can trigger off of it.

Fire It Exactly When You Want ⏱️

Date triggers come with the timing controls you'd expect:

• Lead time: Send on the date, or a set number of days before or after it.
• Recurring or one-time: Repeat every year, or fire just once.
• Per-audience scoping: Limit a date trigger to a specific audience, so the right people get the right message.

From there, plug into the full power of automations: branch on subscriber data, wait, tag, and track per-email analytics the whole way through.

Set It and Forget It

Build your birthday flow, your renewal reminder, or your holiday campaign once, and it keeps running in the background, quietly driving engagement and revenue while you focus on everything else.