Some couples share an email so it would be nice to send out birthday greetings to both people. Allow to have two birthdays. We have both couples' birthdays and their unique first names to differentiate whose birthday greeting it is.
Send multiple birthday emails to one contact
Best reply by Chris S
Hi everyone,
Thank you for sharing this specific use case! We completely understand that it's very common for couples or families to share a single household email address, and it would be great to send a personalized birthday greeting to each of them.
While adding a secondary "Partner Birthday" trigger to the native Birthday Automation feature is Not Currently Planned,.
The Creative Workaround: Use the Anniversary Field! You can actually achieve the exact result you are looking for by utilizing the built-in Anniversary automation as a "Second Birthday" trigger. Here is how to set it up:
For Person 1: Continue using the standard "Birthday" field and have your Birthday Automation turned on.
For Person 2: Enter the partner's birthdate into the contact's standard Anniversary field.
The Automation: Turn on the Anniversary Automation, but simply design the email template to say "Happy Birthday!" Now, the system will automatically send a birthday email on Person 1's date, and a separate birthday email on Person 2's date, all to the exact same shared email inbox!
Because this database architecture (one email = one profile) is an industry-standard practice for CRM and email platforms, we are going to close this thread to keep our board actionable. If you have new feedback regarding our automation paths, please submit a fresh idea!
Not Currently Planned
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