---
title: Creating Birthday Automation
description: VetLinkPro Creating Birthday Automation
---
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# Creating Birthday Automation
## v7
### Creating a Birthday Automation
Follow the steps below to create a new automation, set filters, configure templates, and schedule the automation.
---
#### 1. Create a New Automation
1. From **Reports**, open the **Automation** screen.
2. Click **Add New** at the bottom.
3. Enter a **Name** for your automation.
4. In **Table Link**, select **Anm → Cln** from the dropdown.
5. Under **Use Following Tables**, select:
- **Client**
- **Patients**
6. On the right under **Special Filters**, change **One Entry Per** to **Patient**.
7. Click **Save**.
---
#### 2. Set Filters
1. Highlight the automation you just created and open the **Filters** tab.
2. Click **Edit** (top right) and untick unnecessary filter options to hide them.
3. Configure the following filters:
- **Birthday:** Set to **On Date**.
- **Date**: Set to **Today**
- **Cln Status:** Set to **Active**.
- **Anm Status:** Set to **Active**.
4. Click **Save**.
---
#### 3. Set Up the Template
1. Highlight your automation and click **Properties**.
2. Select your communication method:
- You may send **Email** or **SMS**, but not both simultaneously.
- A fallback method may be configured if the primary option is unavailable.
3. Under **Use Marketing Flag**, choose:
- **If email entered** or
- **If SMS entered**
4. Under **Template to Use**, select an existing template or create a new one.
5. Templates support **mail merge fields** (e.g., Client Name, Subject).
6. Click **Save** after creating or selecting a template.
---
#### 4. Configure the Schedule
1. Highlight the automation and open the **Schedule** tab.
2. Enter a **description** for the automation.
3. Set the following:
- **Start Date:** Today or your preferred date.
- **End Date:** Leave blank unless you want the automation to stop on a specific date.
- **Repeat Every:** 1 Day.
4. Select a **cutoff time** for sending messages (mid‑morning recommended).
5. Configure:
- **Channel 1:** SMS or Email
- **Channel 2:** SMS or Email (fallback)
6. Click **Save**.
You may pause the automation anytime by selecting **Pause**.
---
#### 5. Test the Automation
1. Go back to the **Filters** tab.
2. Click **Test** to preview results based on your filter settings.
3. Verify the correct records appear before activating the automation live. (There may be no patients with birthdays today, change a test patient birthdate to today and test if one available).
---
#### 6. Finish
1. Close the automation window once all steps are complete.
2. The automation will automatically begin running the following day.
3. Messages will be sent at the configured **cutoff time**.
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