On each contact's birthday, this workflow sends a warm text and email with a small gift offer, no manual tracking required.
- Category: Nurture and reactivation.
- 3 steps run automatically once the trigger fires.
- Join RocketLauncher University, free to join, to get this workflow and the other 29 in one import.
Trigger
It is a contact's birthday.
Steps
| # | Step | Action type | What it does |
|---|---|---|---|
| Trigger | Contact's birthday | Birthday reminder | It is a contact's birthday. |
| 1 | Happy birthday | Sms | Sends a text message: "Happy birthday." |
| 2 | Birthday email | Sends an email: "Birthday email." | |
| 3 | Tag birthday-sent | Add contact tag | Tags the contact: Tag birthday-sent. |
What to set up before you turn it on
- Ensure birthdays are on contacts
- Set offer_link
How to test it worked
- Trigger the workflow with a test contact of your own, using a real phone number and email you control.
- Watch each step fire in order inside GoHighLevel and confirm the text and email actually arrive.
- Check that any tag, opportunity, or task the workflow creates shows up correctly before you send it to a real lead.
About 15 minutes to import and connect. Difficulty: beginner.


