---
title: How to Send Birthday or Annual emails Automatically
description: With automated workflows, you can send timely, relevant emails to individual subscribers without having to spend time creating and sending each email individually.
---

[Skip to content](https://support.teesnap.com/how-to-send-birthday-or-annual-emails-automatically#main-content)

English

Show submenu for translations

[Create a Support Ticket](https://support.teesnap.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.teesnap.com/tickets-view?hsLang=en)

[![Untitled design (86)](https://support.teesnap.com/hs-fs/hubfs/Untitled%20design%20(86).png?width=240&height=55&name=Untitled%20design%20(86).png)](https://support.teesnap.com/?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Create a Support Ticket](https://support.teesnap.com/kb-tickets/new)
- [Customer portal](https://support.teesnap.com/tickets-view)
- [Go to www.teesnap.com](https://www.teesnap.com/)

[Go to www.teesnap.com](https://www.teesnap.com/?hsLang=en)

 Teesnap Knowledge Center

- There are no suggestions because the search field is empty.

1. [Support - (844) 458-1032](https://support.teesnap.com/?hsLang=en)
2. [Teesnap Campaigns](https://support.teesnap.com/teesnap-campaigns?hsLang=en)
3. [Automating your Email Marketing](https://support.teesnap.com/teesnap-campaigns?hsLang=en#automating-your-email-marketing)

# How to Send Birthday or Annual emails Automatically

## With automated workflows, you can send timely, relevant emails to individual subscribers without having to spend time creating and sending each email individually.

When you set up a workflow based on "an anniversary of a date" the emails are triggered by a date associated with each subscriber, which marks the day of an annual, recurring event. That's why birthday emails are a common example of how to use this type of workflow. If a subscriber's date of birth is 29 May 1974, we ignore the year and send a birthday email on (or near) May 29 every year.

Anniversary workflows also work well for businesses that provide services people use on an annually, recurring basis. For example, mechanics who offer regular tune-ups, dentists who do routine checkups, or fitness centers with annual memberships.

### Creating workflows for the anniversary of a date

To set up an email, or series of emails, that are triggered to send annually, based on a subscriber's date field:

1. Open Automation and click **Create a new workflow**.
2. Select **An anniversary of date** as the trigger.
3. **Name the workflow**, for example: "Birthday email."
4. **Choose a subscriber list**. If you only have one list it is selected for you.
5. **Choose a date field**. If your list only has one date field it is selected for you. If there are none, you can add one now.
6. Click **Create workflow**.
7. Follow the on-screen instructions to define the email details: when it will be sent, who will receive the email (only applies if you have segments), the email name, and so on. Then click Next.
8. Select a template and create your email content.
9. After you have finalized and saved the email you'll see the overview page for your workflow. To activate it now, click Start workflow.

### Send a series of emails

There is no limit to the number of emails you can add to a workflow. To set up a series of emails to send in sequential order, click Add a new email to this workflow.

**If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at [support@teesnap.com](mailto:support@teesnap.com) or calling 844-458-1032.** 

- [Teesnap App](https://support.teesnap.com/teesnap-app?hsLang=en#main-content)

    - [Tabs](https://support.teesnap.com/teesnap-app?hsLang=en#tabs)
    - [Checkout](https://support.teesnap.com/teesnap-app?hsLang=en#checkout)
    - [Purchases](https://support.teesnap.com/teesnap-app?hsLang=en#purchases)
    - [Tickets](https://support.teesnap.com/teesnap-app?hsLang=en#tickets)
    - [User Menu](https://support.teesnap.com/teesnap-app?hsLang=en#user-menu)
    - [Tee Sheet Management](https://support.teesnap.com/teesnap-app?hsLang=en#tee-sheet-management)
    - [Customers](https://support.teesnap.com/teesnap-app?hsLang=en#customers)
    - [Tables](https://support.teesnap.com/teesnap-app?hsLang=en#tables)
    - [FAQ](https://support.teesnap.com/teesnap-app?hsLang=en#faq)
    - [Tipping](https://support.teesnap.com/teesnap-app?hsLang=en#tipping)
- [Teesnap Administrative Portal](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#main-content)

    - [Manufacturers](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#manufacturers)
    - [Fulfillment Centers](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#fulfillment-centers)
    - [Printers](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#printers)
    - [Property Page](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#property-page)
    - [Display Categories](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#display-categories)
    - [Variable Pricing](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#variable-pricing)
    - [Programs](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#programs)
    - [Products](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#products)
    - [Promotions](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#promotions)
    - [Taxes & Fees](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#taxes-fees)
    - [Accounting](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#accounting)
    - [Courses](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#courses)
    - [Users](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#users)
    - [Channels](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#channels)
    - [Bundles](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#bundles)
    - [Inventory Audit](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#inventory-audit)
    - [Departments and Inventory Categories](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#departments-and-inventory-categories)
    - [Modifier Groups](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#modifier-groups)
    - [Dining](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#dining)
    - [Tee Sheet Setup](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#tee-sheet-setup)
    - [Customer Profiles](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#customer-profiles)
    - [Inventory Receipts](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#inventory-receipts)
    - [Receipt Configuration](https://support.teesnap.com/teesnap-administrative-portal?hsLang=en#receipt-configuration)
- [Booking Site Admin](https://support.teesnap.com/booking-site-admin?hsLang=en#main-content)

    - [Property Page](https://support.teesnap.com/booking-site-admin?hsLang=en#property-page)
    - [Online Booking Engine (Customer Facing)](https://support.teesnap.com/booking-site-admin?hsLang=en#online-booking-engine-customer-facing)
- [Teesnap Reports](https://support.teesnap.com/teesnap-reports?hsLang=en#main-content)

    - [How to Navigate Reports - The Basics](https://support.teesnap.com/teesnap-reports?hsLang=en#how-to-navigate-reports-the-basics)
    - [Sales Summary Workbook](https://support.teesnap.com/teesnap-reports?hsLang=en#sales-summary-workbook)
    - [Sales & Cash Overview Workbook](https://support.teesnap.com/teesnap-reports?hsLang=en#sales-cash-overview-workbook)
    - [Customers Workbook](https://support.teesnap.com/teesnap-reports?hsLang=en#customers-workbook)
    - [Rounds Report Workbook](https://support.teesnap.com/teesnap-reports?hsLang=en#rounds-report-workbook)
    - [Inventory Workbook](https://support.teesnap.com/teesnap-reports?hsLang=en#inventory-workbook)
- [Teesnap Campaigns](https://support.teesnap.com/teesnap-campaigns?hsLang=en#main-content)

    - [Campaigns General Tips and Training](https://support.teesnap.com/teesnap-campaigns?hsLang=en#campaigns-general-tips-and-training)
    - [Automating your Email Marketing](https://support.teesnap.com/teesnap-campaigns?hsLang=en#automating-your-email-marketing)
- [Sim Reservations](https://support.teesnap.com/sim-reservations?hsLang=en#main-content)

    - [Sim Reservation Basics - FAQ](https://support.teesnap.com/sim-reservations?hsLang=en#sim-reservation-basics-faq)
- [Hardware](https://support.teesnap.com/hardware?hsLang=en#main-content)

    - [Printers](https://support.teesnap.com/hardware?hsLang=en#printers)
    - [Credit Card Reader](https://support.teesnap.com/hardware?hsLang=en#credit-card-reader)
    - [iPad](https://support.teesnap.com/hardware?hsLang=en#ipad)
- [Contactless Payment - Credit Card Readers](https://support.teesnap.com/contactless-payment-credit-card-readers?hsLang=en#main-content)

    - [Checkout Experience](https://support.teesnap.com/contactless-payment-credit-card-readers?hsLang=en#checkout-experience)
- [Website](https://support.teesnap.com/website?hsLang=en#main-content)

    - [Website Training Videos](https://support.teesnap.com/website?hsLang=en#website-training-videos)
    - [Troubleshooting](https://support.teesnap.com/website?hsLang=en#troubleshooting)
    - [Creating Domain Emails](https://support.teesnap.com/website?hsLang=en#creating-domain-emails)
    - [Website Maintenance & Software Updates](https://support.teesnap.com/website?hsLang=en#website-maintenance-software-updates)
    - [Website Help](https://support.teesnap.com/website?hsLang=en#website-help)
    - [Updating Your Website Content](https://support.teesnap.com/website?hsLang=en#updating-your-website-content)
    - [Event Calendar](https://support.teesnap.com/website?hsLang=en#event-calendar)
- [Online Store & WooCommerce](https://support.teesnap.com/online-store-woocommerce?hsLang=en#main-content)

    - [Online Store](https://support.teesnap.com/online-store-woocommerce?hsLang=en#online-store)
- [How to Navigate Reports - The Basics](https://support.teesnap.com/how-to-navigate-reports-the-basics?hsLang=en#main-content)

    - [Teesnap Reports](https://support.teesnap.com/how-to-navigate-reports-the-basics?hsLang=en#teesnap-reports)
- [FAQ Guide](https://support.teesnap.com/faq-guide?hsLang=en)
- [Heartland FAQ's](https://support.teesnap.com/heartland-faqs?hsLang=en)

[![Untitled design (86)](https://support.teesnap.com/hs-fs/hubfs/Untitled%20design%20(86).png?width=230&height=52&name=Untitled%20design%20(86).png "Untitled design (86)")](https://www.teesnap.com/?hsLang=en)

Teesnap Support (844) 458-1032

<https://www.facebook.com/TeesnapGolfPOS> <https://www.instagram.com/teesnapgolf/> <https://www.linkedin.com/company/teesnap/> <https://www.youtube.com/@Teesnap/featured>

Copyright © 2026, Teesnap