Automatically Send Birthday Messages in HighLevel

Keeping customers engaged doesn’t have to be complicated—and small personal touches like birthday messages can go a long way. With HighLevel, you can automatically send birthday texts using a built-in workflow recipe that takes just minutes to set up.

How to Set It Up

1️⃣ Go to the Automations tab in your sub-account

2️⃣ Click “Create Workflow” and choose “Use a Recipe”

3️⃣ Scroll down and select the Birthday Reminder recipe

This ready-made workflow uses the “Birthday Reminder” trigger to send a personalized message on your contact’s birthday.

Customize It for Your Brand

✅ The recipe includes a pre-written birthday SMS

✅ You can add a promo, discount, or special offer to encourage engagement

✅ The default setup includes a 20% discount if the customer replies—boosting both interaction and loyalty

Why It Matters

Automated birthday messages are a simple but meaningful way to stay connected with your audience. They take minutes to set up and run all year long, creating touchpoints that feel personal without adding to your to-do list.

Turn the workflow on, hit save, and it’s ready to go. Whether you run a service-based business, a retail store, or an agency, this is one of those “set it and forget it” automations that just makes sense.

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Relevant Help Articles:

• HighLevel Birthday Reminder Workflow Trigger