---
title: Workflow:  Automatically Send Birthday Emails to Participants Annually
description: This article outlines how to configure Ripple to send automated birthday emails to all participants each year. By creating a custom email template with merge tags and applying a scheduled logic trigger based on each participant’s date of birth, Ripple can send a personalized birthday message to participants for their birthday. 
---

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May 14, 2026

# Workflow:  Automatically Send Birthday Emails to Participants Annually

This article outlines how to configure EnrollNow to send automated birthday emails to all participants each year. By creating a custom email template with merge tags and applying a scheduled logic trigger based on each participant’s date of birth, EnrollNow can send a personalized birthday message to participants for their birthday. 

### **Workflow Steps**

- **Ensure Participants Have a Birthdate on File** 
    - Verify that each participant's **Date of Birth** is stored in their profile. This value is required to trigger the birthday email.
- **Ensure Participants Have a Valid Email Address on File**
- Verify that each participant's **email address** is stored in their profile under contacts. This value is required to trigger the birthday email.
- **Create the Birthday Email Template** 
    - For more details on how to create an**[Email Template](https://ripple.ripplescience.com/en/knowledge-base/create-an-email-template?hsLang=en).**
    - Go to **Study Settings \> Email and Text** and create a new email template:
- **Template Name:** “Annual Birthday Email”
- **Subject Line:** `Happy Birthday, !`
- **Body:**
  
   
  
  `Hi , All of us at "lab/institution name" want to wish you a very Happy Birthday!`
  
  `HAPPY BIRTHDAY We hope your day is filled with joy and celebration. Warm regards, "lab/institution name" Team`

    - Use merge tags such as ``  to personalize each message.
- Go to **Automatically Send Based On** , and create a new rule![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-14-2025-02-16-41-5020-PM.png?width=670&height=78&name=image-png-Jul-14-2025-02-16-41-5020-PM.png) 
    - **Choose**`Birthday`
    - **Trigger** an email to send 1 day before to send an email the day before or send 0 days before and the email will send on the participant's birthday.
    - **Applies To:** All Participants in the study

EnrollNow includes a built-in variable for each participant’s **birthday** (date of birth)**.**  This variable **cannot be renamed**. 

This will ensure the birthday email is sent to the participant on their birthday each year.

### **Troubleshooting**

- If emails are not sending, check that:
  
    - The scheduled logic rule is active.
    - The correct date variable was chosen-`Birthday`
    - The participant has a valid email address in their profile.

**Annual Birthday Text Message:**  
To send a birthday message via text, follow the same steps outlined in this article. However, instead of creating an email template, create a **Text Message template**. Be sure to verify that the participant’s profile includes a valid phone number to ensure successful delivery.

 

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