Users will need Full Write Workflow permissions to complete this task.
You can automate the process of sending birthday emails to church members using the workflow feature.
First, you will need to create and "Save as" a query that asks if the person's "Birthday is today." Go to Reporting > People > General > Birthday > is today > Save As.
After saving the query, you will need to create a workflow. Navigate to Automation > Workflows from the left-hand navigation menu and then click on "Add New" at the top.
A pop up will appear with the following fields:
Name - Birthday Emails
Description - send communication to members on their birthday
Note: the workflow will be disabled initially. This is to prevent any automation from occurring while you are designing it. Once you are done and are ready for the system to start doing the automation, edit the workflow and enable it.
Once you are done, click on "Create" to add the workflow. You will be redirected to the edit workflow screen. You would then choose Select > Add a Process.
Name the process: Birthday Emails
Set the Trigger for "Daily."
Then add the query that you just saved.
You would choose Select > Create.
Next, you will select "Add Task."
Select the task > "Send Email."
There you can set a default message to be sent to a member on their birthday.
After you have completed adding your tasks, be sure to select "Edit Workflow details
Enable the workflow and select "Save."
Helpful Tips
The "Assignment" option gives you the option to notify someone to view the submission and perform a task. Once the task is performed that person would select complete and that would send them to the next task.
Once you've completed setting up the tasks, you will add the automation to the Form > Settings tab > Automations > Select the automation you created.