{"id":635,"date":"2026-01-16T09:53:02","date_gmt":"2026-01-16T08:53:02","guid":{"rendered":"https:\/\/heyloyalty.com\/support\/knowledge-base\/birthday-flow\/"},"modified":"2026-04-01T08:49:08","modified_gmt":"2026-04-01T06:49:08","slug":"birthday-flow","status":"publish","type":"ht_kb","link":"https:\/\/guides.heyloyalty.com\/en\/help\/birthday-flow\/","title":{"rendered":"Birthday flow"},"content":{"rendered":"<div class=\"wp-block-post-date__modified-date wp-block-post-date\"><time datetime=\"2026-04-01T08:49:08+02:00\">1. April 2026<\/time><\/div>\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\"><strong>Birthday flow: What is it and what does it take?<\/strong><br><br>A birthday flow can be setup in your Heyloyalty account regardless of license type. It&#8217;s part of our standard suite of behavioral triggers for your automations.  <br><br>With a birthday flow, it&#8217;s obvious to congratulate the guests and give them some kind of gift or some inspiration for what they might want (which you &#8220;accidentally&#8221; (\ud83d\ude09) sell, of course). <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setup of Birthday flow <\/h2>\n\n\n\n<p>Set up your birthday flow by clicking on <strong>Automations &#8211;> Create new automation &#8211;> Create automation flow.<\/strong><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07f14f7c3ca&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07f14f7c3ca\" class=\"wp-block-image size-large wp-lightbox-container\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1-1024x539.png\" alt=\"\" class=\"wp-image-1796\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07f14f7c774&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07f14f7c774\" class=\"wp-block-image size-large wp-lightbox-container\"><img decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1-1024x539.png\" alt=\"\" class=\"wp-image-1797\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Name your flow and select the list in question. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07f14f7cafa&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07f14f7cafa\" class=\"wp-block-image size-large wp-lightbox-container\"><img decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1-1024x539.png\" alt=\"\" class=\"wp-image-1798\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Select the Birthdays and holidays trigger and click Set Trigger. <\/p>\n\n\n\n<p>In the following popup, select birthdate as Select date field and Select when depends on what you want to do with the flow.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07f14f7ceae&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07f14f7ceae\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1-1024x539.png\" alt=\"\" class=\"wp-image-1799\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\"><strong>Tip<\/strong>:<em> <\/em>If you want to sell something that the member needs for their birthday, choose Days before and 7 in Select when. That way, you send the email 7 days before the member&#8217;s birthday, which is why the member has time to buy something from you and have received it for their birthday. If your goal with the flow is simply to congratulate the member, then you can choose Immediately in Select when. Then the email will be sent during the night leading up to the member&#8217;s birthday, so the member wakes up with a birthday greeting in their inbox from you.<\/p>\n\n\n\n<p>Save settings. Click <strong>Next.<\/strong><\/p>\n\n\n\n<p>You will now see an empty flow. Start by building your flow by clicking on + and inserting the desired element, which in this case is Email.  <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07f14f7d466&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07f14f7d466\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1-1024x539.png\" alt=\"\" class=\"wp-image-1800\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Fill in the information and click Create. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07f14f7d7e4&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07f14f7d7e4\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-2-1024x539.png\" alt=\"\" class=\"wp-image-1855\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-2-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-2-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-2-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-2-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-2-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-2-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-2-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-2.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n\n\n<p>Choose the desired email template and design your email. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07f14f7dc43&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07f14f7dc43\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1-1024x539.png\" alt=\"\" class=\"wp-image-1803\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07f14f7df61&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07f14f7df61\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1-1024x539.png\" alt=\"\" class=\"wp-image-1804\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>After you&#8217;ve designed your email and saved your flow, you can activate the flow by clicking Inactive in the Status column of your automation dashboard. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07f14f7e322&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07f14f7e322\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1-1024x539.png\" alt=\"\" class=\"wp-image-1807\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07f14f7e64d&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07f14f7e64d\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-3-1024x539.png\" alt=\"\" class=\"wp-image-1805\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-3-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-3-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-3-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-3-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-3-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-3-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-3-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-3.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Type Activate in the box and click <strong>Activate<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07f14f7e9d3&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07f14f7e9d3\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1-1024x539.png\" alt=\"\" class=\"wp-image-1806\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><form role=\"search\" method=\"get\" action=\"https:\/\/guides.heyloyalty.com\/en\/\" class=\"wp-block-search__button-outside wp-block-search__icon-button wp-block-search\"    ><label class=\"wp-block-search__label\" for=\"wp-block-search__input-1\" >Didn&#8217;t find what you were looking for?<\/label><div class=\"wp-block-search__inside-wrapper\" ><input class=\"wp-block-search__input\" id=\"wp-block-search__input-1\" placeholder=\"Search for topics, features or pages\" value=\"\" type=\"search\" name=\"s\" required \/><button aria-label=\"Search\" class=\"wp-block-search__button has-icon wp-element-button\" type=\"submit\" ><svg class=\"search-icon\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\">\n\t\t\t\t\t<path d=\"M13 5c-3.3 0-6 2.7-6 6 0 1.4.5 2.7 1.3 3.7l-3.8 3.8 1.1 1.1 3.8-3.8c1 .8 2.3 1.3 3.7 1.3 3.3 0 6-2.7 6-6S16.3 5 13 5zm0 10.5c-2.5 0-4.5-2-4.5-4.5s2-4.5 4.5-4.5 4.5 2 4.5 4.5-2 4.5-4.5 4.5z\"><\/path>\n\t\t\t\t<\/svg><\/button><\/div><\/form>\n\n\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-6c531013 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"208\" height=\"118\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo.png\" alt=\"\" class=\"wp-image-85\" style=\"width:108px;height:auto\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo.png 208w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo-50x28.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo-60x34.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo-100x57.png 100w\" sizes=\"(max-width: 208px) 100vw, 208px\" \/><\/figure>\n\n\n\n<p><br>If you need information or help that you cannot find here on the guide site, you are always welcome to contact our support! <br><a href=\"mailto:support@ubivox.com\">support@heyloyalty.com<\/a> \/ tel. 87 300 399<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Setup of Birthday flow Set up your birthday flow by clicking on Automations &#8211;> Create new automation &#8211;> Create automation flow. Name your flow and select the list in question. Select the Birthdays and holidays trigger and click Set Trigger. In the following popup, select birthdate as Select date field&#8230;<\/p>\n","protected":false},"author":6,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[67,68],"ht-kb-tag":[],"class_list":["post-635","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-automations","ht_kb_category-automationsflow"],"_links":{"self":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb\/635","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/comments?post=635"}],"version-history":[{"count":8,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb\/635\/revisions"}],"predecessor-version":[{"id":3690,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb\/635\/revisions\/3690"}],"wp:attachment":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/media?parent=635"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb-category?post=635"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=635"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}