> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.loyallyst.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to set up an automatic birthday greeting? - (Elite)

You need to go to the “**Marketing**” - “**Automation**” section.

On this page, you need to:

1. Click the "**Create**" button

2. Enter the name of the Automation (e.g., Birthday)

3. Click the "**Create**" button

[![](https://storage.crisp.chat/users/helpdesk/website/-/8/0/d/e/80dea08b5d350800/e84634bc-d23a-49fc-9f62-69f9b8_ndb01t.png)](https://downloads.intercomcdn.com/i/o/1065271441/85e83e4bab12370a448ecd13/image.png?expires=1750109400&signature=f53c0b4d764f22ad1f7430c1864c47cb293792d2855eee221ef0c9d93b61e5fd&req=dSAhE8t5nIVbWPMW1HO4zdUkdmSEzefBO4D9oGfvCC058V%2BAwiRcnUCZxs%2Fw%0A0VpwqkVxMGMsdqfnSnw%3D%0A)

4. Next, click the "**Setup trigger**" button.

5. Select "**Birthday**" from the list and click "**Save**".

[![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/5/e/955e01c7be38b000/49c98fef-392e-4d44-aa45-95f103_1m1k9mg.png)](https://downloads.intercomcdn.com/i/o/1065274391/63bd22ae372801ac82c0026b/image.png?expires=1750109400&signature=bf35a7b1449c100fb77a14124dd44721fcad88bf46603e41b7af6840007fc0f7&req=dSAhE8t5mYJWWPMW1HO4zfg0X1Wyg1A53p7kOKsC7VT9NjUyJ3c7f8IrKH64%0AW7Y0UsZwsSpAZlV3mho%3D%0A)

6. You can start communication with the customer in advance, as shown in the screenshot. For example, you can start communicating with the customer **5 days before their birthday**. If you want to send push notifications only on the birthday, **enter 0**.

7. Click the **+** button and then select "**Send Push**". You need to add a title and message text. It’s recommended to keep the title short.

[![](https://storage.crisp.chat/users/helpdesk/website/-/1/3/b/d/13bdc5e8910f5000/e0e49494-46fd-4756-bc7f-a7bdf3_tidnpf.png)](https://downloads.intercomcdn.com/i/o/1065278703/e052af2332a83fba568fd122/image.png?expires=1750109400&signature=725ca157e1f9ea77facb10aa347809e05fdbd568d8962970a6e56ce27dc34d6c&req=dSAhE8t5lYZfWvMW1HO4zcivznemzHaIH0hySlDJTBJeZrSsXIYtGAfkNA%2BX%0Ab4%2B8tN9zT6%2BiD6Mcl5w%3D%0A)

[![](https://storage.crisp.chat/users/helpdesk/website/-/2/3/b/f/23bfcfa99b908800/eadf69a5-cdba-490c-9b54-1cf272_sej2tw.png)](https://downloads.intercomcdn.com/i/o/1065285290/174c2fdb588ec71f2bb49d8b/image.png?expires=1750109400&signature=c6cf099d4db75fdad89ce494705449c975cda866a58212f0f120a8cbc4f98183&req=dSAhE8t2mINWWfMW1HO4zQoM3gvY52B9Ys3mpkgJVfMHPTnfHM3uUd4MjNx4%0A6xFP5JTgFssaL8EEeEk%3D%0A)

8. Use "**Sleep**" for a delayed action. For example, in this case, we send the first push notification 5 days before the birthday, then choose to wait 5 days and perform a new action.

[![](https://storage.crisp.chat/users/helpdesk/website/-/c/2/4/e/c24ebe48c04d4000/d24d0f20-62c5-4557-bc64-5c38a6_74i3is.png)](https://downloads.intercomcdn.com/i/o/1065353785/1935b7e386e2bf2c43892270/image.png?expires=1750109400&signature=72909845eb4c99972f5a263ccb2707cc519c8c58f1b6bb8417ff45b3e973d51f&req=dSAhE8p7noZXXPMW1HO4zWTQd28iRi1XkMRG3qVL5mVq8YFWpbI6aSeNUCTt%0AXqV0moWY8IoULwJsZO0%3D%0A)

9. Send a second Push notification.

10. If you want to credit bonuses before the birthday, specify how many bonuses to credit.

[![](https://storage.crisp.chat/users/helpdesk/website/-/3/e/c/2/3ec22fb4fee23400/27a2192f-0add-41d8-864a-ae953c_12qbsq1.png)](https://downloads.intercomcdn.com/i/o/1065357149/9cca7d90618a5c407532524f/image.png?expires=1750109400&signature=d52a49ff4072c733d78ddf885f8eb2bba02c26fde6b2af95ac173696b2e0391b&req=dSAhE8p7moBbUPMW1HO4zYD1CuJPE7ykmS344p%2FJrcNUuJOb3Ebtl8%2Bj%2FHxc%0ADettGzc2G0Z1FNHdVrQ%3D%0A)