How to Send Automatic WhatsApp Birthday Offers

A birthday message with a little gift is one of the warmest, best-performing sends there is — and you can make it fully automatic. Set it up once; every morning it greets that day's birthday customers on its own.

How it works

You store each customer's birthday in a date field, then run a daily recurring broadcast whose segment filters "birthday · day & month is today" (that filter ignores the year, so it matches the date each year). Each day the send rebuilds its audience, so it reaches exactly that day's birthdays.

Step 1 — Create a birthday field

In Settings → Contact Attributes, add a field named "Birthday" with key birthday, type Date, and click Add Field.

Step 2 — Collect birthdays

Unlike order data, a birthday isn't something your store already knows — so you fill this field yourself. Any of these work: ask customers at signup or in a form, ask in chat and save the answer, or import/push your existing list via your account's API. The campaign simply greets whoever has a birthday on file; contacts without one are skipped.

Step 3 — Build the daily birthday send

1. Create a broadcast with a friendly birthday template (add a gift — a code or free shipping — to lift it).
2. In the schedule, switch from One-time to Repeat and choose Daily at a morning time.
3. Under Audience → By segment, add the condition birthday · day & month is today.
4. Test-send to yourself, then activate. That's it — it runs every day.

Tips

• Make the gift time-boxed ("valid this week") so it drives a visit, not just a smile.
• Keep the message personal — use their first name.
• The same pattern works for sign-up anniversaries — just add an anniversary_date field and reuse "day & month is today".