How to Use the Birthday Reminder Workflow Trigger in GoHighLevel
If you manage client communication in tools like ClickUp alongside your CRM, learning how to automate birthday messages in GoHighLevel can save you time and ensure no important date is missed. This guide explains step-by-step how to set up and use the birthday reminder workflow trigger so your contacts always receive timely birthday greetings.
The birthday reminder trigger lets you automatically run workflows around each contact’s date of birth, making it simple to send SMS, email, or other follow-up messages without manual work.
What the GoHighLevel Birthday Reminder Trigger Does
The birthday reminder trigger in GoHighLevel is designed to fire on or around the contact’s stored date of birth. When correctly configured, it can:
- Run a workflow every year on the contact’s birthday.
- Execute actions before, on, or after the birthday.
- Send automatic emails, SMS messages, or other workflow actions.
This trigger relies on the birthday field stored on the contact record, so make sure your contacts have accurate dates of birth in your CRM.
Where to Find the Birthday Reminder Trigger in GoHighLevel
The birthday reminder is available as a workflow trigger inside your GoHighLevel account. You can access it while building or editing any workflow.
- Open your GoHighLevel account and navigate to the Automation or Workflows section (depending on your interface).
- Create a new workflow or open an existing one where you want to add the birthday reminder.
- Click Add Trigger to open the trigger selection panel.
From here, you can choose the birthday reminder trigger and begin customizing when and how it fires.
How to Set Up the GoHighLevel Birthday Reminder Trigger
Once you have opened the trigger selection, follow these steps to configure the birthday reminder in GoHighLevel:
- Select the trigger type.
In the trigger list, locate and select Birthday Reminder. This sets the workflow to run based on the contact’s date of birth.
- Choose when the trigger fires.
You will see options to define the reminder time relative to the birthday. Common options include:
- On the birthday – The workflow starts on the exact date.
- Before the birthday – Start the workflow a set number of days before the birthday.
- After the birthday – Trigger a follow-up a certain number of days later.
- Set the timing details.
Depending on the interface, you can configure:
- The number of days before or after the birthday that the workflow should fire.
- The time of day the trigger should run.
- Time zone behavior, usually based on the sub-account or contact configuration.
- Apply filters or conditions (optional).
If available, you can limit which contacts enter the workflow by adding filters such as tags, pipeline stages, or custom field conditions so only relevant contacts receive birthday messages.
- Save the trigger.
Once you set the reminder timing and any conditions, click Save or Update to attach the birthday reminder trigger to the workflow.
Building a Birthday Workflow in GoHighLevel
After adding the birthday reminder trigger, design the workflow actions that will run for each contact. In GoHighLevel, you can mix and match multiple actions after the trigger fires.
Example GoHighLevel Birthday Workflow Structure
- Trigger: Birthday Reminder.
Set this to fire on the contact’s birthday or a few days before.
- Send a personalized SMS.
Use a Send SMS action and include merge fields such as the contact’s first name to make the message personal.
- Send a birthday email.
Add a Send Email action with a birthday template offering a greeting, discount, or special offer.
- Add a follow-up task (optional).
Create a task for your team to follow up with VIP clients by phone or personal message.
- Apply a tag.
Use an Add Tag action like “Birthday-Campaign-Sent” so you can track who has received birthday communications.
This structure ensures that when the GoHighLevel birthday trigger runs, each contact automatically receives a complete birthday experience.
Best Practices for Using GoHighLevel Birthday Reminders
To get the most from the birthday trigger, follow these recommendations:
- Verify date of birth data. Make sure the birthday field is consistently populated for your contacts.
- Use friendly, concise copy. Keep your SMS and email messages short and authentic.
- Offer something of value. Consider including a discount, free bonus, or special invitation.
- Test your workflow. Use internal test contacts with birthdays set close to the current date to verify timing and messages.
- Monitor results. Track open rates, reply rates, and redemptions to refine your birthday campaigns over time.
Troubleshooting the GoHighLevel Birthday Trigger
If your birthday workflows are not firing as expected in GoHighLevel, check these common areas:
- Missing birthdays. Confirm the contact record has a valid date of birth.
- Incorrect timing options. Review the trigger settings to verify the number of days before or after the birthday is set correctly.
- Workflow status. Make sure the workflow is Published or Active, not in draft.
- Filters too strict. If you added conditions, see whether they are excluding contacts unintentionally.
For detailed, official documentation on the birthday reminder trigger, visit the original GoHighLevel help article here: GoHighLevel Birthday Reminder Trigger Guide.
Next Steps and Additional Resources
Once your birthday workflow is live, expand your automation strategy with more triggers and sequences in GoHighLevel. Combine birthday reminders with appointment follow-ups, reactivation campaigns, and review requests to build a complete lifecycle marketing system.
If you need strategic help designing high-converting automation across platforms, you can explore additional CRM and automation consulting resources at Consultevo.
By correctly configuring the birthday reminder trigger in GoHighLevel and pairing it with thoughtful messaging, you can create a consistent, personal touchpoint that strengthens relationships with your contacts every year.
Need Help With GoHighLevel?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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