---
schema_version: "1"
id: 456c2b897175480cacdacadb89620957e0a7cfbad15faa12c576d189de928e73
title: Set Up a Birthday Trigger
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_admin_set_up_birthday_trigger.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_set_up_birthday_trigger.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ede5b74fbf13c84b8f7e15fd744b8deb7cc605d6c93de5095d15bf31552602ff
description: Configure a birthday trigger to reach customers on their birthday or a set number of days before it. This trigger runs every day.
products:
  - Marketing
release: "264"
---
# Set Up a Birthday Trigger

Configure a birthday trigger to reach customers on their birthday or a set number of days before it. This trigger runs every day.

### Required Editions

[View supported editions](https://help.salesforce.com/s/articleView?id=mktg.mktg_editions.htm&release=264.0.0&type=5 "Marketing Cloud Next is available in Growth and Advanced editions, and requires Salesforce Enterprise or Unlimited editions. Some features are limited by edition or purchased add-on. All functionality is available in Lightning Experience only.").

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d7219e45">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7219e45 ">To set up birthday triggers:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7219e45 ">Marketing Triggers Admin permission set</td>

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Before you begin, map customer data from your app with the required data model objects (DMOs). For the data model object mappings used by this trigger, see [DMO Mappings for Birthday Trigger](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_dmo_mappings_birthday_trigger.htm&release=264.0.0&type=5 "For the birthday trigger, map profile and contact point DMOs with your customer data.").

1. From Setup, in the Quick Find box, enter Marketing Features, and then select **Triggers**.
2. In the Birthday trigger, click **Manage Configuration**.
3. From the trigger configuration page, turn on the trigger.
4. In the Map Data to Data Model Objects (DMOs) section, verify that all required DMOs are mapped with your customer data.
    
    A check mark next to the DMO indicates that it's mapped correctly.
5. Configure when you want to send your first message.
    1. Set **Days Before Birthday** to the number of days before the birthday to send the first message
        
        Enter 0 to send the message on the birthday. Specify a value between 1 and 60 days to send it earlier.
    2. Set the **Send Time** for the message.
        
        Send time uses your org's default time zone. Every eligible customer receives the message at this time.
6. In the Select Channels section, select one or more channels to send trigger messages, such as Email, SMS or RCS, or WhatsApp.
    
    Make sure that the relevant channels are set up in the org and the Contact Point DMOs are mapped.

After setup, marketers can use the **Birthday** automation event in flows. This event includes individual and contact context in the flow resource. Available fields are: Engagement date, Individual ID, First Name, Last Name, Birth Date, Email Address, SMS and RCS Number, and WhatsApp Number.

To build a flow quickly, use the Birthday flow template. See [Create a Flow for Your Triggers from a Template](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_flow_templates.htm&release=264.0.0&type=5 "Create a flow from a flow template to send trigger messages without starting from scratch. Each template includes ready-to-use email content, and merges field values such as {First Name} are personalized from the event payload when the flow runs. With a template, marketers launch a personalized, multichannel journey when a customer qualifies, without building audience segments or writing custom code.").

- **[DMO Mappings for Birthday Trigger](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_dmo_mappings_birthday_trigger.htm&release=264.0.0&type=5)**  
    For the birthday trigger, map profile and contact point DMOs with your customer data.