Send birthday, anniversary, and occasion emails
Choose a contact date or a fixed date, use localized templates, and decide whether to catch up missed sends.
Create an occasion
- Open Campaign → Occasion Campaigns → New occasion. Enter a name and select the audience.
- Choose the date source: contact Birthday, a fixed date, or a typed Date variable from Contact Book. Select the recurrence and send time. Check the configured handling of February 29 if relevant.
- Search for and select a default email template. Add a subject such as
Happy birthday {{display_name}}. Choose the default language and add language-specific templates or subjects if needed. A missing or unmatched contact language uses the default. - Choose permitted sending accounts, review recipients and limits, and use Save as Draft or Start occasion.
Review the next run and missed occasions
An active schedule selects eligible dates and runs while the app is open or in the tray. It excludes unsubscribed, opted-out, and suppressed contacts, and does not bypass SMTP limits. Review upcoming and missed occurrences. Enable Automatically send missed occasions at startup only if sending late is appropriate; otherwise keep manual review.
Use a date in an incoming-mail rule instead
Use a Rule Agent or Visual Builder condition to inspect the incoming sender’s birthday or custom Date variable. This is separate from scheduling a proactive occasion campaign.
