Birthday Notification Automation

Hi @gamicord,

With AutomatorWP you could set up an All Users automation to run recursively on a daily basis. You should have a user meta where you store the birthday.

Later in the action you can use a filter to check that the goal contains the specific day and month to send a congratulatory email.

Thanks Sir, for your reply.

Now, your reply makes it look so simple. I do hope it will be that simple!

MY SITUATION
I have used Ultimate Member plugin to set up a Member Directory, as you can see here– https://member.cordialmarketplace.com/

There is a field called Date of Birth, which has a metakey of “date_of_birth” in the Database of the User Meta Table.

What I need to do, is to make AutomatorWP find this Date of Birth Meta Key from my Users Table, and send a Birthday greeting to the registered Email address of the user, when it is the user’s birthday.

Now, this Birthday Greeting should be sent by 6am West African Time on the day of the user’s Birthday, and it should use the built-in Ultimate Member Email Template to send the Greeting.

Suppose you are me, who wants to do this kind of thing, How would you set it up step by step?

Regards.

Hi @gamicord

You can use a recurring All Users automation to launch on a daily basis.

In the action, for example “Send an email” you should use a User Meta filter using the key “date_of_birth” and in the value the day and month of the birthday.

The condition and value of the filter will depend on the format in which the birthday date is stored (you can see this format in the filter logs when you run the automation).

In the links to the images below you can see an example where my birth date is 30th November 1990, the value of the meta key is 19901130. In the filter I have used the condition “ends with” and I have used the tag {date:md} to pick up the month and day. If it matches, it will pass the filter and the congratulation message will be sent to the users who have a birthday on that day.

https://ibb.co/D8ZqQTT

https://ibb.co/phJpZjS

Thanks so much Sir, for taking the trouble to explain all these.

I know that you have made 100% sense with everything you explained, even though I don’t yet understand 90% of it.

It’s clear to me that I will understand it in time.

MOVING FORWARD

Which version of AutomatorWP can I use to achieve this function?

I mean, is it the Free or Pro version?

1b.) if it is the Pro version, how much will it cost me?

2.) Would all these Automations be done within my WordPress website?– or would it need an external platform and external platform registration?

Regards.

Hi @gamicord,

It may seem complicated if you have not yet tried automation. When you do a test you will see that it is really simple to create an automation like the one I’ve told you about by simply following the steps I’ve explained above.

The above automation can be done with the free version of AutomatorWP. Just install it and activate it on your website.

In the following link you can find the prices for the Access Passes where you would have access to AutomatorWP PRO and therefore to all the PRO features. It is also possible to buy individual add-ons.

https://automatorwp.com/pricing/
https://automatorwp.com/add-ons/

Best regards.

I have installed AutomatorWP, and Uh ooh, it gave me headache.

So far, I am following what you said.

How do I know what to fill in the Meta Value here— https://prnt.sc/zHRuwIz5MTrR

Regards

I’ve spent a whole day, and I’m just lost.

So I will break down your instructions to show you where my challenge came from:

In the action, for example “Send an email” you should use a User Meta filter using the key “date_of_birth”

I did this, as you can see here– https://prnt.sc/OWDWUGUmcKEI

and in the value the day and month of the birthday.

I couldn’t go past here, because it is the Day and Month of everyone’s Birthday.

I cannot input just the Day and Month of one person’s Birthday.

So this Day and Month point, is where it all starts to get confusing. I know you are saying something useful to me, but I can’t seem to figure it out.

The condition and value of the filter will depend on the format in which the birthday date is stored (you can see this format in the filter logs when you run the automation).

I didn’t see anything relating to condition. And in the Logs, I didn’t see format.

the value of the meta key is 19901130

This is where you killed me finally. I can’t seem to see how you are getting these things.

In the filter I have used the condition “ends with” and I have used the tag {date:md}

I don’t know where you saw the Tag.

I am reading your documentation on Tags, but I can’t seem to see where you found the Tags.

CONCLUSION

I don’t know if this is too much to ask.

Will it be possible for you to do a Video of everything you’ve talked about? — taking it step by step, showing me everything as you are selecting user meta, adding Value, picking Tags, setting conditions and all that?

Can you Please help me with a Video that has audio where I can hear your voice and instructions– so that I could actually see how you did everything you’ve been explaining, that I can’t seem to understand?

Regards

Hi @gamicord,

Please, you can find in your email the response from support where images have been attached with the configuration that you could use to carry out your automation.

In any case, here you can find more information about how to create an automation and information about filters in the following links:

https://automatorwp.com/docs/getting-started/what-is-automatorwp/

https://automatorwp.com/docs/getting-started/filters/