Create a Birthday Text (Using Automations)

How do I Create a Birthday Text Using Automations?

Getting There: 

1. Go to the Automations Tool in the CityGro Portal.
2. Select the "+New Automation" button.
3. Give the Automation a name.

Step 1: Select a Trigger

1. Select the "Time" Trigger.
2. Have the Time Trigger run daily at your given time.

Step 2: Select an Action

1. Select the "Filter" Action.
2. Set it to select contacts who have a Birthday today.
   1. In the language of filters, as seen below, you'll construct it like this: [Birthday] is [Equal to] [0 days] [In future]

Step 3: Select Another Action

1. Select the "Send Text" Action.
2. Enter the content of the message.
3. Connect it with an Offer using one of the following methods:
   
   • Insert an "Offer Link" from an offer you have already created.  
   • If the offer is to be redeemed on the kiosk, add the "Activate your Offer" Action.