How to Send Automated Birthday Emails with Google Sheet Data (The Easy Way!)

Learn how to send automatic birthday emails in just a few simple steps with our automated birthday email guide.

I used Google Sheets as the contacts database and Lido to send the automated emails. After connecting Google Sheets with Lido, I configured the email template. You can add a photo to the email and add CC and BCC as well.

Before setting up the automated email, I used a formula to check the birthday. It checks the Day and Month from the birthday cell with today’s Day and month.

You will have multiple frequency options to set up the automation. For birthday emails, you need to set the automation daily.

Timestamps:
0:00 Intro
0:28 Populate the Birthday database in a Google Sheet
1:22 Sign in to Lido
2:06 Connect the Google Sheet with Lido
3:27 Check the Birthday with the formula
4:11 Design the Birthday Email
7:07 Connect your Gmail account to send emails
8:07 Set up the condition
9:25 Test the action manually
10:04 Set up the Automation

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[marytung]

Woah this is great, I’m going to use this for employee anniversary reminders too!

[mkafratasnimeva]

Great guide! It looks straightforward and appreciate the formula tip!

[gauravbhatt]

Instead of email how to send on WhatsApp

[sarahparker]

=AND(MONTH(D2)=MONTH(TODAY()), DAY(D2)=DAY(TODAY()))