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  • How do I send automated birthday wishes to my community using Zapier and Kartra?
Question

How do I send automated birthday wishes to my community using Zapier and Kartra?

  • 6 July 2023
  • 3 replies
  • 150 views
jwright
Userlevel 1

Hello all, 

I am looking for a way to send an automated “Happy Birthday” wish to my community members. I use Kartra as my email application. They’re solution is bulky and impractical.  Does anyone know how to do this efficiently using Zapier?  All thoughts and suggestions are welcome!  

Thank you! 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @jwright 

Good question.

For an alternative from Kartra…

You could use an Airtable Base and some formula fields.

Data would move into Views when the records match the View Filter conditions.

Airtable has internal Automations that you can use.

OR Views can be used to trigger Zaps.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
jwright
Userlevel 1

Hi Troy, Thank you so much for the Airtable solution. I have used that application before, but didn’t know about that capability. I will look into that for sure. 

A quick alternative followup thought after doing a bit of digging yesterday. Do you think it’s possible to go Google Form - Zapier - Kartra? Meaning, capture the bday with the form, then let Zapier send the action to prompt Karta to send an email on that date? 

Thanks! 

J

 

Troy Tessalone
Userlevel 7
Badge +14

@jwright 

That would depend on the capabilities of Kartra.

With birthdays it needs to be able to work on an annual basis. (meaning excluding the year)

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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