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How to Use Facebook Birthdays to Schedule Birthday Drip Campaigns
How to Use Facebook Birthdays to Schedule Birthday Drip Campaigns

Workflow guide to view friends Facebook birthdays to schedule campaigns months in advance using schedule campaigns in CallAction

Updated over 3 years ago

Wish Your Facebook Friends Happy Birthday using Scheduled Drip Campaigns

Did you know you can use the Facebook birthday calendar and CallAction scheduled campaigns to stay top of mind with friends and clients?

Use this step-by-step workflow to work the Facebook birthday calendar (and update your CRM 🙂 with actual birthdays) and schedule birthday campaigns for the week or even the entire year.
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How to Find the Facebook Birthday Calendar Page

  1. Login to Facebook (desktop)

  2. Click on See More in the Main Navigation menu (left side)

  3. Click on Events

  4. Click on Birthdays

Now you can scroll down the Facebook birthday calendar to see the following:

  • Today's Birthdays (dates are shown)

  • Recent Birthdays (i.e. Belated past birthdays)

  • Upcoming Birthdays for the 7 days

  • Birthdays sorted by everyone in a given month for the next 12 months

Tip: Hovering over the Facebook profile image lets you see the friend's name and birthday, so you don't have to wait to schedule birthday drip campaigns.

Pro Tip: Pressed for time, use this direct link to the Facebook birthday calendar page to get there faster 😊.

Guide to Scheduling Birthday Drip Campaigns using Facebook Birthday Calendar

Your contacts must already be in CallAction and engaged for you to schedule the nurture birthday campaign, unless you are a Follow Up Boss CRM user with the CallAction FUB app turned on, you can add the contacts via Follow Up Boss then use the following workflow.

Alternatively, you can send your contact an initial manual text message to start a conversation.
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Setup Your Nurture Birthday Campaign

You can use the pre-written CallAction birthday campaign template that runs for 5 years or ideally we recommend you personalize them by alternating messages with voicemails or other campaign message types.

Now you should have the Facebook page open on one browser window and open CallAction in another side-by-side browser window, so you can see both CallAction and Facebook.

Step by Step Guide to Scheduling Birthday Campaigns using Facebook Birthday Calendar

  1. Open your Facebook Birthday Calendar page in a browser

  2. Open CallAction in another browser window and resize to see both side-by-side

  3. Start on Today's Birthdays on Facebook page and look at the contact names

  4. Find the contact by name in CallAction using the search box in the top left
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  5. Click on the Contact Name on Conversations

  6. Click on Actions

  7. Click on Schedule Icon to open the date & time picker

  8. Select Today's date

  9. Click Done

  10. Use Drop-Down to Select the Nurture: Birthday campaign (or you own)

  11. Click Okay on the disclosure pop-up and the birthday campaign will be scheduled to start on your selected date.

Next, you can work the Recent Birthdays but the schedule for the actual birthday date the following year.

Workflow for Upcoming Facebook Birthdays

  1. Repeat the process as above to step 7

  2. Select the contacts' actual birthday date

  3. Click Done

  4. Use Drop-Down to Select the Nurture: Birthday campaign

  5. Click Okay on the disclosure pop-up and the birthday campaign will be scheduled to start on your selected date.

  6. Repeat until you finish all of the upcoming birthdays

If you have time and feel productive, you can now start to work your Facebook Birthdays for each of the upcoming months up to a year in advance.

How to Schedule Facebook Birthday Campaigns for Next 12 Months

  1. Go to the Facebook calendar window and mouse over the profile image to see the name & birthday

  2. Find the contact by name in CallAction using the search box in the top right

  3. Click on the Contact Name on Conversations

  4. Click on Actions

  5. Click on Schedule Icon to open the date & time picker

  6. Select contacts' actual upcoming birthday date

  7. Click Done

  8. Use Drop-Down to Select the Nurture: Birthday campaign (or you own)

  9. Click Okay on the disclosure pop-up and the birthday campaign will be scheduled to start on your selected date.

You can do all of your Facebook friends birthdays using this workflow. Do this once and you are top of mind for the entire length of the birthday campaign (our campaign is 5 years of follow up)
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​Pro Tips: First, open a 3rd browser window with your CRM open and update the birthday field in your CRM. Secondly, you can also hire a virtual assistant to update the CRM first with all birthdays and do the steps above using your CRM and CallAction.

What Happens When they Respond to the Birthday Campaign?

The campaign will pause and you can respond as normal until your conversation is complete and they simply click resume within hours for it to restart at the next yearly scheduled message.

Note that contacts can only have 1 drip campaign assigned at a time.

If you found this Facebook Birthday workflow useful, please feel free to copy this URL: http://help.callaction.co/en/articles/5696700-how-to-use-facebook-birthdays-to-schedule-birthday-drip-campaigns and share or link directly to this page.

Try this Facebook Birthday Workflow with CallAction Free Trial

If you are in sales or marketing and are looking for an automated solution to scale your follow-up, you can start a free trial of CallAction now.

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