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How Does the Birthday/Anniversary Option Work?
How Does the Birthday/Anniversary Option Work?
Promptings avatar
Written by Promptings
Updated over a week ago

The system will base the send time on the contact location and the date saved within the contact profile. The send time will be based upon the following schedule:

Continental USA recipients - 7 days before the date saved for the contact.
Alaska and Hawaii recipients - 10 days before the date saved for the contact.
Canada recipients - 12 days before the date saved for the contact.
All other International recipients - 14 days before the date saved in the contact.

***Keep in mind, if you send a card to a contact, and the event date is closer than the scheduling guidelines above, the card will be scheduled next year. For example, if it is January 1, and you send a card using the birthday send option to a USA contact with a birthday of January 5. The system will want to schedule the card to go out on December 24. As that date had already passed, the card will be scheduled for the next time that date comes up the following year***

If I schedule a campaign card using the anniversary/birthday send option, will the system send a card out every year automatically?

No. When you schedule a campaign card, it will only schedule the one card on the next birthday. You would need to send the campaign to the contact once a year, to send out the following year. Most users will create a new campaign so they can change the card out each year.

What happens if I send a card using the anniversary/birthday send option, and the recipient does not have a saved date to base the sending from?

The system will give you an error, and will not allow you to send the card/campaign to that contact. You will want to add the date to the contact then attempt the sending process once more.


Updated: 05/07/2020

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