Increase the effectiveness of your birthday message by sending a reminder to contacts who didn't click on the original message. You send the reminder 7 days after the contact's birthday.


  • Increase the effectiveness of your birthday messages.

  • Set your offer apart from competitors' birthday messages.

  • Generate additional sales.

How It Works​

A selection selects contacts whose birthday was 7 days ago and who haven't clicked on the birthday email. A time-based automation sends the message to the selection every day at the same time.

Before You Start​

Create a whiteboard with a birthday sendout. See Send Birthday Message​.

In this scenario, you will add another job to the same whiteboard.


This procedure has three parts.

A) Create the prepared message.

B) Create a selection that selects contacts whose birthday was 7 days ago and who have not clicked on the birthday email.

C) Create a time-based automation for daily sendout.

A) Create the Message​


Save the message in the system as a prepared message.

For more information, see Save Draft as Prepared Message​.

B) Create a New Selection​

In the ​Recipients​ > ​Selection​ area, create a new selection with the following two conditions. Combine the conditions with ​and​.

Condition 1

Basis for Condition: ​Message​

Group: (Birthday sendout group)

Message: ​Prepared Message​. Then select the birthday message.

Click ​Add​

Status: ​Link clicked, No, Any link ​

Condition 2

Basis for Condition = ​Profile​

Attribute = ​Date of Birth​

Click ​Add​

Match = ​Selection run date (without year), exactly before, 7 days​

C) Add Reminder to the Birthday Whiteboard​

  1. In the ​Main Navigation​, click ​Automation​.

    ⇒ The ​Whiteboard Overview​ window opens.
  2. Open the whiteboard that contains your birthday sendout.
  3. Drag a second ​Time-based Job​ module onto the whiteboard.
  4. Drag and drop between the  symbols to connect the modules as shown above.
  5. Define the module settings as follows:

    Time-based Job



    This module performs daily message sendout to a selection of contacts.


    Enter a name for the module.


    ​Send Prepared Message to Selection.​


    Select the message you created above.


    Select the selection you created above.

  6. Click ​Next​.

    ⇒ The ​Whiteboard​ wizard opens to step two.
  7. Define the desired time frame and notifications.
  8. Click ​Activate​ to immediately activate the whiteboard. Only active whiteboards are executed by the system.

    ⇒ The whiteboard is saved and activated. The automation has the status ​Running​ if the start date is immediate and ​Scheduled​ if the start date is in the future.


Gain insight into the performance of your message in the ​Statistics​ area. All of the reminders are evaluated together as a single message. This allows you to see at one glance how your birthday reminders are performing. See Message Statistics (window)​.