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How to Collect Birthdays

Overview

Use Bots to collect your contact's birthdays automatically, or manually upload them using a CSV template.


Use a Bot to Collect Birthdays

  • Click on Automations in the left navigation to show a drop down menu
  • Go to Bots
  • Select the Bot you want to use
  • Click Edit Bot
  • Insert a new question in the Bot flow
  • Change the question type to Contact Info
  • Select Birthday 
  • Click Save

 


Collect Birthdays Using a CSV Template

  • Click on People in the left navigation to show a drop down menu
  • Click on Contacts in the left navigation
  • Select Upload CSV
  • Click Download CSV Template
  • Enter all appropriate contact information, including birthday of each contact you are uploading
  • Click Choose File
  • Optional: Add contacts to a group
  • Optional: Add contacts to a channel
  • Click Upload CSV

Read full article on uploading a CSV template here

  • Learn about how to create birthday alerts here.

Manually Enter Birthdays for Contacts

  • Click on People in the left navigation to show a drop down menu
  • Click on Contacts in the left navigation
  • Select the contact
  • In the Details section, click Edit

 

  • Enter the birthday of the contact
  • Click Save Changes

 

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