How to Set Up a Birthday Reminder Workflow in Go High Level

• Why Use Birthday Reminder Campaigns?
• Step-by-Step Guide to Setting Up a Birthday Reminder Workflow
• Step 1: Access the Automation Section
• Step 2: Create a New Workflow
• Step 3: Set Up the Workflow Trigger
• Step 4: Add the Email Action
• Step 5: Customize the Email
• Step 6: Publish and Test the Workflow
• Conclusion

Birthday reminder campaigns are an excellent way to build stronger relationships with your customers. They show that you care about your clients and keep your business top of mind. This blog will walk you through setting up a simple birthday reminder workflow in Go HighLevel, ensuring your contacts receive a promotional email just before their special day.

Why Use Birthday Reminder Campaigns?

Birthday reminder campaigns offer several benefits:

1. Personalized Engagement: Customers appreciate the personal touch of a birthday message.
2. Increased Loyalty: Special offers on birthdays can encourage repeat business.
3. Enhanced Customer Experience: Making customers feel valued improves their overall experience with your brand.

Step-by-Step Guide to Setting Up a Birthday Reminder Workflow

Step 1: Access the Automation Section

1. Log into your Go HighLevel dashboard.
2. Navigate to the left-hand menu and select “Automation.”

Step 2: Create a New Workflow

1. In the workflow list, click on “Create Workflow.”
2. Choose to start your workflow from scratch and click “Continue.”
3. Rename the workflow to something memorable, like “Birthday Reminder Campaign,” to keep your workflows organized.

Step 3: Set Up the Workflow Trigger

1. Click on “Add New Workflow Trigger.”
2. Search for “Birthday Reminder” or find it alphabetically in the list.
3. Hover over the information icon to see that the trigger runs at 8 AM daily, checking for contacts with birthdays that day.
4. Click “Add a Filter” to specify when to send the reminder. Select “Days Before Birthday” and set it to 2 days before.
5. Save the trigger.

Step 4: Add the Email Action

1. Click the plus icon to add an action.
2. Select “Send Email.”
3. Rename the action for clarity (e.g., “Send Birthday Promo Email”).

Step 5: Customize the Email

1. From Name:
   • Use custom values to pull in the business name. Click on the custom values icon, select “Account,” and choose “Business Name.”
2. From Email:
   • Use custom values to pull in the business email. Click on the custom values icon, select “Account,” and choose “Email Address.”
3. Subject Line:
   • Personalize the subject line using custom values. For example, “Happy Birthday, {{Contact.FirstName}}!”

Step 6: Publish and Test the Workflow

1. Click “Publish” to activate the workflow.
2. Save your changes.
3. Test the workflow to ensure it works correctly by using a test contact with a birthday in the next two days.

Conclusion

Setting up a birthday reminder workflow in Go HighLevel is a straightforward process that can significantly enhance your customer engagement and loyalty. By sending personalized birthday emails with special promotions, you show your customers that you value them, encouraging them to return to your business. Follow these steps to create an effective birthday reminder campaign and enjoy the benefits of a more engaged and loyal customer base.