Skip to main content
Pocketflows can automatically send a campaign on a customer’s birthday. Each day, a job looks for customers whose birthday falls on that date and fires a customer_birthday event that your triggers can act on. Setting it up is two steps: sync the birthday onto each customer, then tell your project which metadata key holds it.

1. Sync the birthday into customer metadata

Birthdays live on the customer’s metadata. Pick a key (for example birthday) and write the date there as part of your normal customer sync.
{
  "metadata": {
    "birthday": "1990-06-22"
  }
}
Use the YYYY-MM-DD format with a zero-padded month and day (06, not 6). The job matches on the trailing -MM-DD, so the month and day are what actually drive the automation — but always store a full, valid YYYY-MM-DD date
If you are not already writing customer metadata, see the Sync Overview for how the syncing endpoints create and replace customer records. The birthday is just another field on metadata, so include it alongside everything else you sync (remember that sync replaces the whole record, so keep sending it on every request).

2. Set the birthday key in your project settings

The automation needs to know which metadata key holds the birthday. Configure it once per project in the dashboard at your embed settings, under Customer Birthdate Key. Set this field to the metadata key you chose in step 1 — for the example above, enter birthday. This is a project-level setting and applies to every business in the project.

3. Add a birthday trigger

Once the key is set, the daily job creates a customer_birthday event for each matching customer. To do something with it, add a trigger that listens for that event. In the dashboard, this shows up under Triggers as “When it is a customer’s birthday”. Attach the campaign you want to send, and it will run automatically on each customer’s birthday going forward.