Birthdays can be tracked in Expiration Reminder by following these steps.

Create a new email template for birthdays

Add a new email template that will have the congratulatory message for the birthday.

Click on Your Account and then on Settings.

Then click on Email Templates on the left menu.

Then click on the green button New Email Template to add the template. On the new screen, enter the information.

  • Name: the name of the email template. Call it Birthday Email Template

  • Subject: enter a subject for the email.

  • Body: enter the body of the email.

Click Save and Close to save the email template.

Add a birthday category

Now, let's add a new category for tracking birthdays.

Click on Your Account and then on Settings.

Then click on Categories on the left menu.

Click on the green button to add a New Category. On the new screen, enter the following information.

  • Name: enter the category name. For this case, enter Birthday.

  • Reminders: remove the reminders and just leave one in there. For that one, set the days prior expiration to zero so the reminder gets sent on the actual expiration date.

  • Auto renew: set it to Yes and the auto renew to 1 year.

Click on the Email Templates tab and set the Alert Email Template to the Birthday Email Template that we just created.

Click on the Advanced tab and untick the checkbox Send expired notifications.

Then click Save.

Add the birthdays to your contacts

Now, go to your Contacts, click on any of them and then click on New Expiration.

Set the category to Birthday and set the expiration date to the actual birthday of the contact.

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