Using trigger based emails one can schedule emails to be sent on specific dates when that condition date / time is matched with the date / time, some examples can be, sending specific email campaign template on:

  • Date of Birthday – Recurring Annually
  • Anniversary Date – Recurring Annually
  • Reminder Emails – Recurring Annually or Monthly or Semi-annually

In order to create any of above email trigger campaign follow these steps:

1. You create a List with a date custom field and call it DOB (or something like that)
2. DOB will have birth date of subscribers in yyyy-mm-dd format.
3. Now you create a segment under the same list. Example below –


4. Create a Event Based  campaign and map it to this segment.
5. Proceed to the last step, in “confirmation” page  and set the scheduling option as shown in below image .

6. Save and Done !

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