> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.cf-staging.co.uk/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # App user’s birthday automation This functionality allows you to send a notification and, optionally, award points on their birthday. You can fully customise the notification and the number of points awarded. **❗Please note:** This automation will only work if a date of birth has been added to the app user's account alongside the automation being activated. **Step 1**: To find out how many users need their date of birth added. Head to the automations section, hover over the red information icon to the right of the automation: [![](https://storage.crisp.chat/users/helpdesk/website/-/5/3/a/f/53af9a64485c7000/094f1ac5-fb2c-42c4-8047-82f8bf_1y3hkf.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788710/5b55e9ace67bf74fd3d78d722ada/image.png?expires=1790073900&signature=080886d33656bde99221352d938a55b0083186cf2c02478f250b72e35656c851&req=diAhF852lYZeWfMW1HO4zfGOtg8YWD41lNgEWi%2BlqYpu0VOD42Xul%2F1gmrDc%0AwDq%2FHtCYrMFuIspWrlk%3D%0A) **Step 2:** Click the link to download a list of users with the date missing: [![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/9/4/4c947319753f8c00/63819a71-ea35-47a5-bf3c-4a5a04_8etl9t.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788707/0f1d118cff6a24ee1d8d8b443119/image.png?expires=1790073900&signature=35f4be5b3ed22e2f75b87d66fbd06012f97d5936d3671ed3dbad5ea003b5aae8&req=diAhF852lYZfXvMW1HO4zVWpA2wa942grCMDmTPYGEuP8Ovz8giFJkmRNbfH%0ATHW6KZ2ipEWYD168KpM%3D%0A) If you have multiple users needing updating, complete the empty cells in the download, then save as a CSV file: [![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/1/0/dc104880f454c800/fcb092df-73c2-4e6c-9b0a-08f8f6_1iqzt2z.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788706/e57ac95de05d1c6e36d196bc7af4/image.png?expires=1790073900&signature=093291afdfb57d66a680e1125998e22ed786464867dada40075d0ddf90fd34f9&req=diAhF852lYZfX%2FMW1HO4zTfRBgP1feIkcKQdMjNLqQP%2FL9w068YW53eSlCku%0AqY%2BJsKpToavffa2U%2Bi0%3D%0A) **Step 3:** Attach the CSV file and email it to [[email protected]](/cdn-cgi/l/email-protection#added8ddddc2dfd9edceccdfc8cbdfc4c8c3c9de83cec283d8c6), and we can update this for you **🤩** ❗Only users with manage account settings can set up automated birthday points - contact us at [[email protected]](/cdn-cgi/l/email-protection#0a797f7a7a65787e4a696b786f6c78636f646e79246965247f61) to find out more. **Step 1:** Head to Automations on the left: [![](https://storage.crisp.chat/users/helpdesk/website/-/b/9/6/e/b96e5bf788ee8800/8b6c0af8-ea6f-441a-b315-1a0e28_c9cysx.png)](https://downloads.intercomcdn.com/i/o/myurolee/2027036383/1fc9a4720c382a41d5fcb2a70e44/image.png?expires=1790073900&signature=6a65a50e6fc72f75a2d8452a46ad3c6597718276404510d0f7b67f6da7e9a93f&req=diAlEcl9m4JXWvMW1HO4zWFXzPL6OALfLz05apRr0namBPJYqslPHLcIv49M%0ACXd9tinzJIDG75IaLyI%3D%0A) **Step 2:** To the right of the automation titled: App user's birthday, click the three-dot icon to the right and select view/edit automation: [![](https://storage.crisp.chat/users/helpdesk/website/-/4/b/8/1/4b81333d5d955c00/1cffe5cf-26b0-4bfc-aecc-df55d0_1scxksn.png)](https://downloads.intercomcdn.com/i/o/myurolee/2027050256/6e4e740aaece73b192112c461cd5/image.png?expires=1790073900&signature=8db586987f29a7d8e033c89b0881682a97f00e403250d271828569f63760f785&req=diAlEcl7nYNaX%2FMW1HO4zaHiETW%2BkTwtnQr7ECYqqwq79q7e%2Bqs%2B9%2FVJgIM%2B%0AOQSm1wPx0VGPcopxw34%3D%0A) **Step 3:** Click the first drop-down menu and select the number of points you wish to award. Set the number to 0 if you would only like to send a notification: [![](https://storage.crisp.chat/users/helpdesk/website/-/5/f/8/e/5f8e3861df6cdc00/c6bd892e-74f6-44c4-af87-57740f_1qjw5yw.png)](https://downloads.intercomcdn.com/i/o/myurolee/2027099551/842eae2c9c8c3b8f0fd93bcf375d/image.png?expires=1790073900&signature=612008e12c190c3c92007f8fb91b56d82143db1ee95b53f6d8272f0cbdce4814&req=diAlEcl3lIRaWPMW1HO4zQ6xLJwI9Zwl%2F1HqnFhqxXJwbWBsrxsSWHRr47Qx%0AW%2Fe9dCH%2BtrEV4uFZ6Uk%3D%0A) **Step 4:** In the second drop-down, the title will be pre-populated. If you wish to edit this, click in the box to make edits as desired: [![](https://storage.crisp.chat/users/helpdesk/website/-/b/0/0/b/b00b79c659c39800/5addf70e-189c-4a45-ad39-faf941_15njpsc.png)](https://downloads.intercomcdn.com/i/o/myurolee/2027102638/0bbd7fc0e7b8db820793f6b4e93e/image.png?expires=1790073900&signature=8021b9274a397c55c520ceeef31dc8defe1af7a31fd0385e846d90c8da03ef77&req=diAlEch%2Bn4dcUfMW1HO4zSw54J%2B9Kc15lyy6R4KC2yEniIjGd5UrAXNm%2BOSi%0AD9kQ4lpvnRer1GaxyaU%3D%0A) **Step 5:** In the second drop-down, the message will also be pre-populated. If you wish to edit this, click in the box to make edits as desired. [![](https://downloads.intercomcdn.com/i/o/myurolee/2027196244/5c4cd8062ebdb2b5def99853cd82/image.png?expires=1790073900&signature=8e462610ff41b93a56fbd2a03641e3ad544969a2ec17ead08d2ba7f96f223285&req=diAlEch3m4NbXfMW1HO4zVCDOXNlvxGF7Lncz%2FVtT6RcqKFdDQoWMFUdJIey%0AxVorLgsm7Qr%2Fq3WbE6E%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2027196244/5c4cd8062ebdb2b5def99853cd82/image.png?expires=1790073900&signature=8e462610ff41b93a56fbd2a03641e3ad544969a2ec17ead08d2ba7f96f223285&req=diAlEch3m4NbXfMW1HO4zVCDOXNlvxGF7Lncz%2FVtT6RcqKFdDQoWMFUdJIey%0AxVorLgsm7Qr%2Fq3WbE6E%3D%0A) To add custom fields (these will personalise the notification message automatically), simply click on **'Insert custom text'** in the top right of the message box and select the custom data you wish to include in your message: [![](https://downloads.intercomcdn.com/i/o/myurolee/2051515063/5dc63b14e0f139a17dfa3e3d0176/image.png?expires=1790073900&signature=7832ecd96c49ea7202eb93f19344e08e69537239aba2e527825407775c2f7313&req=diAiF8x%2FmIFZWvMW1HO4zX3OaFjTODECbQNdrFak1DFzAfYORknKgw8mDT%2Fx%0AGC1ZBlv9v3aYp0XHLDk%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2051515063/5dc63b14e0f139a17dfa3e3d0176/image.png?expires=1790073900&signature=7832ecd96c49ea7202eb93f19344e08e69537239aba2e527825407775c2f7313&req=diAiF8x%2FmIFZWvMW1HO4zX3OaFjTODECbQNdrFak1DFzAfYORknKgw8mDT%2Fx%0AGC1ZBlv9v3aYp0XHLDk%3D%0A) You can also add bold text or emojis to your message by heading here: [![](https://downloads.intercomcdn.com/i/o/myurolee/2051518801/5c09acff1bbaa0ea1587716bb4b9/image.png?expires=1790073900&signature=3dd74306a7dc670302c7c03648ff5776b8a14f18316721bfb458b55d08cd5e38&req=diAiF8x%2FlYlfWPMW1HO4zdvcfzHzea6jLha1Izs%2F%2F4hujv2p1%2BJyniJ7%2F0oo%0AYNW1nFGEDyMxicPomyg%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2051518801/5c09acff1bbaa0ea1587716bb4b9/image.png?expires=1790073900&signature=3dd74306a7dc670302c7c03648ff5776b8a14f18316721bfb458b55d08cd5e38&req=diAiF8x%2FlYlfWPMW1HO4zdvcfzHzea6jLha1Izs%2F%2F4hujv2p1%2BJyniJ7%2F0oo%0AYNW1nFGEDyMxicPomyg%3D%0A) **Step 6:** When done, click **Save** [![](https://downloads.intercomcdn.com/i/o/myurolee/2027201642/10361a6c99f2641455a149aac707/image.png?expires=1790073900&signature=d83553330491ca1a898a723ed086643bb1ca2244bdc5340df96839be3fcccbf3&req=diAlEct%2BnIdbW%2FMW1HO4zV%2BEoWJOTVzcdPgH1eZ%2FBqi2Q0PJ0NneLbS40wA%2F%0AMArKQxRXAdk%2Br5Dx70s%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2027201642/10361a6c99f2641455a149aac707/image.png?expires=1790073900&signature=d83553330491ca1a898a723ed086643bb1ca2244bdc5340df96839be3fcccbf3&req=diAlEct%2BnIdbW%2FMW1HO4zV%2BEoWJOTVzcdPgH1eZ%2FBqi2Q0PJ0NneLbS40wA%2F%0AMArKQxRXAdk%2Br5Dx70s%3D%0A) **Step 7:** To activate this automation, click the three-dot icon and then activate: [![](https://downloads.intercomcdn.com/i/o/myurolee/2027374821/18cea56531f46b927b8cb477ab38/image.png?expires=1790073900&signature=4461be720f999bad9cea0cdbfec4cd2a1316fa6c5d45e116fedb9aef3ac05b79&req=diAlEcp5mYldWPMW1HO4ze6%2F0Q0Srk23q4cKi4WWEMu77IQfD2TTRhl6nksv%0A4DrT2vaQPe0y%2BpdHS5U%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2027374821/18cea56531f46b927b8cb477ab38/image.png?expires=1790073900&signature=4461be720f999bad9cea0cdbfec4cd2a1316fa6c5d45e116fedb9aef3ac05b79&req=diAlEcp5mYldWPMW1HO4ze6%2F0Q0Srk23q4cKi4WWEMu77IQfD2TTRhl6nksv%0A4DrT2vaQPe0y%2BpdHS5U%3D%0A) And that's it! The notification (and points if added) will be sent to the user each year on their birthday!🎉 If you wish to turn this automation off, simply repeat step 7 and click deactivate. If you need any support, please click on the chat icon in the bottom right of the screen and we will be happy to help 😊