Date-Based Automations

Be there for all the big moments

Reach out to your people on the days that are important to them and create a more personal connection.

An email wishing a customer happy birthday with a discount.

Send personalized emails that are perfectly timed, but don’t take up all your time.

Celebrate the milestones

From birthdays to sign-up anniversaries to membership renewals—there are plenty of reasons to say hello.

Sell more stuff

Take the opportunity to recommend products your customers will love or send them promo codes to get them shopping.

Personalize your messages

Use our flexible email templates to quickly craft the perfect email for any customer on any special occasion.

How to mark the moment

  • 01

    Pick your automation type

    The screen that provides options for creating an automated email "date-based" selected.

    Choose from different date-based emails—like birthdays, specific dates, or when someone subscribes to your list.

  • 02

    Choose a date

    The step in which users select when the date-based automation will send, for example 1 day before a user's birthday.

    You can set up a recurring or one-time message for any day of the year—and decide exactly when it goes out.

  • 03

    Design your email

    An example of the templates and the drag-and-drop editor used to design a date-based automation.

    Use our templates and the drag-and-drop editor to design an email that’s perfect for the occasion.

  • 04

    Start celebrating big days

    An example of a date-based email.

    Turn it on and you’re good to go. Emails will automatically go out to your contacts based on the dates you’re celebrating.

The screen that provides options for creating an automated email "date-based" selected.
The step in which users select when the date-based automation will send, for example 1 day before a user's birthday.
An example of the templates and the drag-and-drop editor used to design a date-based automation.
An example of a date-based email.
“Date-based automations have impacted our business positively by saving us time and are a nice return on investment.”

Anne Rutt-Enriquez, co-founder of Triple Z Threadz and Limbo Jewelry

See their approach

Celebrate a special date

Creating a date-based automation is easy. So is doing less work.