Many customers never hear from a business on their birthday, which is a low‑effort chance to build loyalty and emotional connection.Using the Contact Birthdate field plus automation, you can consistently send timely, personalized messages without extra manual work from your team.
Implement a scheduled Salesforce Flow that checks Contacts each day, compares their Birthdate to $Flow.CurrentDate, and triggers a Send Email action with a birthday template when they match.The flow uses standard components (Decision, Get Records, Send Email) and your existing Contact data, so it is easy to maintain and extend (e.g., add tasks, campaigns, or discounts).
Automated birthday emails typically increase engagement rates and can improve customer satisfaction and retention because they feel timely and personal.Over time, this type of “always‑on” touchpoint can strengthen your brand relationship while costing almost no additional staff time once the flow is live.
