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Marketing Cloud Next
Set Up a Birthday Trigger

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Set Up a Birthday Trigger

Configure a birthday trigger to reach customers on their birthday or a set number of days before it. This trigger runs every day.

Required Editions

View supported editions.

User Permissions Needed
To set up birthday triggers: Marketing Triggers Admin permission set

Before you begin, map customer data from your app with the required data model objects (DMOs). For the data model object mappings used by this trigger, see DMO Mappings for Birthday Trigger.

  1. From Setup, in the Quick Find box, enter Marketing Features, and then select Triggers.
  2. In the Birthday trigger, click Manage Configuration.
  3. From the trigger configuration page, turn on the trigger.
  4. In the Map Data to Data Model Objects (DMOs) section, verify that all required DMOs are mapped with your customer data.
    A check mark next to the DMO indicates that it's mapped correctly.
  5. Configure when you want to send your first message.
    1. Set Days Before Birthday to the number of days before the birthday to send the first message
      Enter 0 to send the message on the birthday. Specify a value between 1 and 60 days to send it earlier.
    2. Set the Send Time for the message.
      Send time uses your org's default time zone. Every eligible customer receives the message at this time.
  6. In the Select Channels section, select one or more channels to send trigger messages, such as Email, SMS or RCS, or WhatsApp.
    Make sure that the relevant channels are set up in the org and the Contact Point DMOs are mapped.

After setup, marketers can use the Birthday automation event in flows. This event includes individual and contact context in the flow resource. Available fields are: Engagement date, Individual ID, First Name, Last Name, Birth Date, Email Address, SMS and RCS Number, and WhatsApp Number.

To build a flow quickly, use the Birthday flow template. See Create a Flow for Your Triggers from a Template.

 
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