How can i send email to my customer on their birth date by workflow

👨‍💻 Development Help
1

Hello,
I want to send email automatic to my customer on their birth date by workflow.
Can anyone please guide how can i do this?
Is there any custom code to this?
It’s urgent/

Thank You:

2

Hi there,

You would create a condition and fire where the birth date is less than or equal to now - 1 minute.

Thanks,

Will.

3

Hello will,
Thanks for reply but this condition not working at my end.
Yesterday i was created a account with 19/Aug/1990 date of birth but it didn’t send any email yet to record email id.
Please check this and guide me to solve this.

Regards:
Hemant

4

Hi there,

You would need to build custom code for the CRM to understand that a birthday occurs every year and for the workflow to fire for someone born on 19/08/1990, for it to fire 19/08/2014. This is not standard functionality.

Thanks,

Will.

5

Hello,
Thank you for help will.
Can you please guide me about that in which files i have to do custom code.

Regards:
Hemant

6

Just one suggestion this may be able to be accomplished with some code run through scheduler. Perhaps a schedule that runs daily and the URL is an Entry Point for that module. Let me know if you need a bit of a guide to accomplish this or if anyone has a better suggestion.

7

Hi Hemant,

I am also looking to have this done by a workflow.
For now I have setup a php script to make it work, bus it is not how we wish it to be.

I hope SuiteCRM will make a type in a condition whre you can define your own script or be able to select month(now), day(now) and so on.

8

I may have a workaround for this.

I have set up a “recurrence field” on all of my tasks and assigned options such as daily, weekly, monthly, quarterly, bi-annually and annually.

I then created a workflow with the conditions that for a specific recurrence (in this case “annually” would be the condition), a new task record is created with the due date being duedate + 12 months to trigger when the task is closed. (make sure to add the applicable fields accordingly such as subject = subject, recurrence = recurrence, due date = duedate+12 months, assigned to = assigned to, contact= contact, etc)

I end it there and schedule cards and calls on a monthly basis when I do my monthly planning session for the next month rather than sending emails.

But I would assume:

So let’s say you created the task and called it “BDAY email”. (Assuming you do only emails and not cards or calls as well.)

You can now trigger a second workflow on tasks with the condition that the subject be "Birthday email, due date = due date to send an email from an email template on the due date of the task and then modify the task to closed which would then generate a new task that would be due and trigger the following year.

I have found that adding the “recurrence” field has made my life a WHOLE lost easier as I can also use it to help our sales team create new habits related to our productivity procedures and it helps keep us on top of relationship building as well as GTD, OneCard and 33touch practices.

I would still run a report every week to see who’s birthday is coming up an if the tasks were generated to send the emails because even with automation, sometimes things slip through the cracks.

9

I tried to create workflow similar like this which triggers when someone modifies record(new contact added in group (group is custom module )) and in action it should be just like that which can trigger same workflow to trigger again after 7 days and send mail at every 7 days.

I tried it with different way but no proper solution i found.

Could you please provide us a way to overcome such situatiation?

Thank You