> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pocketflows.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Birthday Automation

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.

```json theme={null}
{
  "metadata": {
    "birthday": "1990-06-22"
  }
}
```

<Note>
  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
</Note>

If you are not already writing customer metadata, see the
[Sync Overview](/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](https://dashboard.pocketflows.com/project_settings/embeds),
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.