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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.

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!


HI Stepen, is it still the same case after 1 year? or there is new feature to achieve this already?

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!

 


Hey @Weihao 

Thanks for the follow up!

This is still the case for any date triggered flow. The best suggestion would still be to create segments based on birthday properties and schedule campaigns to send.


I’ve been exploring ways to create unique and memorable experiences for special occasions, and Camp Hollow’s cake topper came to mind. What I love about them is how they turn a simple celebration into something really personal and meaningful. A well-timed birthday gift flow, like you’re working on, can achieve the same impact—offering a thoughtful surprise at just the right moment, making the whole month feel extra special.

When I was managing a similar flow, I ended up creating separate segments for each birth month, but I also heard that using date-triggered flows could work well, depending on the flexibility of your email platform. I’m sure whichever way you go, it’ll make birthdays feel that much more magical for your customers, just like the experience Camp Hollow delivers with their charming toppers!


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