Write the email you’d like to have sent to yourself in the Messages Collection tab
Create a Date Sequence
Add a rule step to this sequence
Schedule the step
Set when you would like the email to be delivered to you (before, on, or after a client’s birthday)
Check the box marked Run this step every year
Set the rule step parameters
Under Then Do This, select Notify Someone with an Email
Select a User that should receive the email notification
Select the email you created in step 1 from the Select Email dropdown menu
Subscribe contacts to your date sequence
Anyone who has a birthday stored in their Contact Record will trigger an email notification to you via this Sequence. If they do not, you will not receive a notification for that contact.
If you're wondering which clients have birthdays this month, you might want to set up a Birthday promotion! If you're an ONTRAPORT User, you can access an ONTRAPORT Project step-by-step training on "Setting up an Anniversary or Birthday Promotion." To do so, navigate to this link.