1. Click on "Marketing" to explore options.
2. Afterwards, click on "Automation" to proceed.
3. After that, click on "Create Workflow" to start.
4. Next, click on "Select from Template" to choose a template.
5. Use the search bar and type "Birthday Template" to find it.
6. After that, click on "Choose Template" to select your option.
7. Click on "Proceed" to move forward with your selection.
8. Click on "Trigger" to set up your reminder.
9. Click here to rename as needed for clarity.
10. Once that's done, click on "Add filters" for further refinement.
11. Next up, click on "Select" to pick your filter option.
12. Following that, Select here a filter to apply.
13. Click on "After no. of days" for timing options.
14. Type here the number of days for the trigger.
15. Or click on "Before no. of days" for an alternative option.
16. Following that, click here to type the number of days needed.
17. Or, click on "Day is" to choose a specific day.
18. Click here to select a day for your trigger setup.
19. Or, Click on "Month is" to specify the month.
20. Then, Select here a month for your scheduling needs.
21. As the last step, click on "Save Trigger" to finalize your setup.
This workflow was created with Supademo.
