{"id":142,"date":"2026-04-07T21:13:12","date_gmt":"2026-04-07T21:13:12","guid":{"rendered":"https:\/\/blog.peoplewisher.com\/?p=142"},"modified":"2026-05-01T18:18:06","modified_gmt":"2026-05-01T18:18:06","slug":"how-to-automate-birthday-email","status":"publish","type":"post","link":"https:\/\/peoplewisher.com\/blog\/how-to-automate-birthday-email\/","title":{"rendered":"How to Automate Birthday Email"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\" id=\"block-dbc54fc5-fb4b-4b19-b2f5-dd1ac6951891\">In this article you will learn how to automate birthday greetings to your contacts via email using <a href=\"https:\/\/peoplewisher.com\/\">Peoplewisher<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-887ff64b-4df9-479e-99c6-6b09e001ed93\"><strong>PeopleWisher.com<\/strong> is the best birthday greetings automation tool in the market. You don&#8217;t need to be a developer or a CRM expert to get started. In Addition to Email greetings you can deliver birthday greetings via <a href=\"https:\/\/blog.peoplewisher.com\/how-to-automate-birthday-sms\/\">SMS<\/a> and <a href=\"https:\/\/blog.peoplewisher.com\/how-to-automate-birthday-messages-via-whatsapp\/\">WhatsApp<\/a> as well following the same process.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"block-0bbd4a9d-7727-4f37-b893-5a5ef87e6712\">Step 1: Create an Account or Login<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-c6a2e1e9-96ef-4552-b038-1da03cfc3df2\">Goto <a href=\"https:\/\/app.peoplewisher.com\/sign-up\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/peoplewisher.com<\/a> to signup, complete the signup form and you will be redirected to dashboard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"565\" src=\"https:\/\/blog.peoplewisher.com\/wp-content\/uploads\/2026\/03\/image-4-1024x565.png\" alt=\"\" class=\"wp-image-131\" srcset=\"https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-4-1024x565.png 1024w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-4-300x165.png 300w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-4-768x423.png 768w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-4-1536x847.png 1536w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-4.png 1665w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"block-bff4360f-d09b-453b-adc6-29a83cdc17d4\">Step 2: Create Your Groups<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-98167bcc-0d48-434d-8c50-edd9e9c9fdc5\">Organize your clients by industry, value, or relationship type (e.g., &#8220;Staff, Customers, Real Estate Clients&#8221; or &#8220;VIP Patients&#8221;). This ensures the right message goes to the right person.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"497\" src=\"https:\/\/blog.peoplewisher.com\/wp-content\/uploads\/2026\/03\/image-1024x497.png\" alt=\"\" class=\"wp-image-127\" srcset=\"https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-1024x497.png 1024w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-300x146.png 300w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-768x373.png 768w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-1536x746.png 1536w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image.png 1677w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"block-ea87c17e-d57f-4acd-81c4-a5e7d24764f3\">Step 3: Import Your Contacts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-964dd1de-dc70-4ff0-9ab5-085f8a698ee4\">Simply upload your CSV or Excel file. PeopleWisher identifies the names, phone numbers, and birthdates automatically. You can use the Add Contact Form also.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"632\" src=\"https:\/\/blog.peoplewisher.com\/wp-content\/uploads\/2026\/03\/image-1-1024x632.png\" alt=\"\" class=\"wp-image-128\" srcset=\"https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-1-1024x632.png 1024w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-1-300x185.png 300w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-1-768x474.png 768w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-1-1536x949.png 1536w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/03\/image-1.png 1632w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"block-ba05a545-52c8-43dd-ae45-37d9668f9b27\">Step 4: Create Your Email Templates<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-aa3d9960-0ec6-403f-8497-7ed3a66c7fa3\">Goto Templates section and create your <strong>Email.<\/strong> You can use our high-converting 2026 templates or write your own custom messages. Templates will be used in group settings to specify which message should delivered for which group.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"599\" src=\"https:\/\/blog.peoplewisher.com\/wp-content\/uploads\/2026\/04\/image-3-1024x599.png\" alt=\"\" class=\"wp-image-175\" srcset=\"https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/04\/image-3-1024x599.png 1024w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/04\/image-3-300x175.png 300w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/04\/image-3-768x449.png 768w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/04\/image-3-1536x898.png 1536w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/04\/image-3.png 1772w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"block-2b102da9-9b8d-4702-84ff-d6afebefc992\">Step 5: Activate Birthday Automation<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-682a5ea9-880b-4f6e-bfa3-a7eb2d5a6769\">From the Groups Page, Click the <strong>Group Settings<\/strong> and Turn on the birthday status for your group. Enable the channels you want for the group ( <strong>Email<\/strong> +SMS + WhatsApp) select the email template and time and <strong>That\u2019s it.<\/strong> PeopleWisher takes care of the delivery, timing, and scheduling every year.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"631\" src=\"https:\/\/blog.peoplewisher.com\/wp-content\/uploads\/2026\/04\/image-4-1024x631.png\" alt=\"\" class=\"wp-image-176\" srcset=\"https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/04\/image-4-1024x631.png 1024w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/04\/image-4-300x185.png 300w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/04\/image-4-768x473.png 768w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/04\/image-4-1536x947.png 1536w, https:\/\/peoplewisher.com\/blog\/wp-content\/uploads\/2026\/04\/image-4.png 1773w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"block-2d92ceef-2eb6-4e85-ab86-9ac763594e7a\">Step 6: Email Deliverability<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-652b8934-19d7-4443-a18d-62fa2f68e62c\">To ensure your greetings follow email best practice, peoplewisher will automatically add your address and preference link to your outgoing greetings. You can also setup your own custom domain for delivering the greetings. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"block-35e48f5f-d1a7-44a8-a942-72d52fbd6db0\">You are good to go!<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-8f8e8326-6450-4b01-ad48-cb7f8d43ce50\">Peoplewisher will autmatically delivers your greetings to your contacts via email as you have preset.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-b241f9f8-7a35-4d69-af30-65c34364c1be\"><strong>Ready to automate your birthday greetings?<\/strong> Head over to <a href=\"https:\/\/peoplewisher.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">PeopleWisher.com<\/a> and set up your first birthday campaign for free today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-56d8ca28-871c-44be-a69f-997687be07e3\"><strong>Looking for WhatsApp message template ?<\/strong> Head over to <a href=\"http:\/\/templates.peoplewisher.com\/\">BirthdayTemplate<\/a> and get free high quality birthday templates<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this article you will learn how to automate birthday greetings to your contacts via email using Peoplewisher. PeopleWisher.com is the best\u2026<\/p>\n","protected":false},"author":1,"featured_media":165,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-142","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-celebration-strategies"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Automate Birthday Email - Peoplewisher Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/peoplewisher.com\/blog\/how-to-automate-birthday-email\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Automate Birthday Email - Peoplewisher Blog\" \/>\n<meta property=\"og:description\" content=\"In this article you will learn how to automate birthday greetings to your contacts via email using Peoplewisher. 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