Birthday flow based on month not specific day.

  • 5 December 2022
  • 1 reply

Badge +2

Hello and thank you all in advance for any help. 

We are wanting to set up a birthday flow for a free monthly item with purchase. We currently collect user birthdays as a profile property, but when creating the flow we want the email to send based on their birth month, not their specific day (as the free item is good for them to use throughout the entire month their birthday falls in, we don’t want someone receiving it late in the month). So, if someone is born in December we’d like them to receive the flow on Dec. 1st regardless of which day they entered as their birthday

Would this require a separate segment for each birth month, and then a separate flow for each birth month? Or is this something that can be done with a date triggered flow?

Thanks so much.


Best answer by stephen.trumble 5 December 2022, 23:23

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Userlevel 6
Badge +57

Hey @CraftyOne 

Thank you so much for reaching out to ask for help with your birthday flow.

The only way to do this at this time will be to create segments based on their birthdays and schedule monthly Campaigns to your members.  Our typical birthday flow, as you mentioned, is based around the specific date, and we don’t currently have a way to trigger it automatically at the beginning of their birth month in an automated, repeatable way.  Campaigns would be the best way to handle this at this time, though I'd be happy to pass your feedback on to our Product team for future development into Flows of this nature.

Hope this helps! Thank you for being part of the Klaviyo Community!