Starting from your dashboard, navigate to the left-hand menu, click on Automation Workflows, and then select Create Workflow.

First, look at the left panel under Triggers. Grab the Birthday or Anniversary trigger and drop it onto your canvas .

Next, scroll down to the Actions section. Click and drag the Send S M S node onto the screen

Now, let us add some logic to our sequence. Under Conditions, grab the In Group node and drag it over

Finally, under the Wait or Delay section, drag the Wait Until Date node onto your canvas

With all your nodes in place, it is time to connect them. Simply click and drag from the connection point of one node to the input of the next to establish the path of your workflow.


When you are finished, click the Save and Activate button in the top right corner.