In this article you will learn how to automate birthday greetings to your contacts via email using Peoplewisher.
PeopleWisher.com is the best birthday greetings automation tool in the market. You don’t need to be a developer or a CRM expert to get started. In Addition to Email greetings you can deliver birthday greetings via SMS and WhatsApp as well following the same process.
Step 1: Create an Account or Login
Goto https://peoplewisher.com to signup, complete the signup form and you will be redirected to dashboard.
Step 2: Create Your Groups
Organize your clients by industry, value, or relationship type (e.g., “Staff, Customers, Real Estate Clients” or “VIP Patients”). This ensures the right message goes to the right person.
Step 3: Import Your Contacts
Simply upload your CSV or Excel file. PeopleWisher identifies the names, phone numbers, and birthdates automatically. You can use the Add Contact Form also.
Step 4: Create Your Email Templates
Goto Templates section and create your Email. You can use our high-converting 2026 templates or write your own custom messages. Templates will be used in group settings to specify which message should delivered for which group.
Step 5: Activate Birthday Automation
From the Groups Page, Click the Group Settings and Turn on the birthday status for your group. Enable the channels you want for the group ( Email +SMS + WhatsApp) select the email template and time and That’s it. PeopleWisher takes care of the delivery, timing, and scheduling every year.
Step 6: Email Deliverability
To ensure your greetings follow email best practice, peoplewisher will automatically add your address and preference link to your outgoing greetings. You can also setup your own custom domain for delivering the greetings.
You are good to go!
Peoplewisher will autmatically delivers your greetings to your contacts via email as you have preset.
Ready to automate your birthday greetings? Head over to PeopleWisher.com and set up your first birthday campaign for free today.
Looking for WhatsApp message template ? Head over to BirthdayTemplate and get free high quality birthday templates