The Contact anniversary date entry point is triggered by a specific date associated with the contact.
This date can be, for example:
- the date the contact subscribed to your list;
- a custom date field, such as a birthday, a renewal deadline, or any other special anniversary.
You can choose to start the flow exactly on the anniversary date, or a set number of days before or after it.
It’s perfect for sending recurring messages, reminders, or personalized greetings, making your contacts feel valued and remembered at the right time.
For example: you can schedule a birthday greeting email to be sent on the contact’s birthday, or a subscription renewal reminder one week before the expiration date.
How to set up the “Contact Anniversary date” trigger.
1. Select the target list.
Start by choosing the list that contains the contacts you want to monitor.
2. Choose the reference date field.
Select the date that will trigger the automation. This can be a predefined date (such as the subscription date) or a custom field you’ve created (for example, “Birthday” or “Expiration Date”).
3. Decide when to start the flow.
You can trigger the flow:
- On the anniversary date: the contact enters the flow exactly on that day.
- Before the anniversary date: choose how many days in advance to start the flow.
- After the anniversary date: choose how many days after to start the flow.
4. Configure “Repeat flow”.
This option controls if and when a contact can repeat the sequence. By default, a contact enters the flow only once.
By enabling the Repeat flow switch, you can repeat the sequence based on your preferences.
5. Set the exit conditions.
If needed, you can define rules that stop the flow if the contact no longer meets the criteria, ensuring your communication remains relevant at all times.
