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Templates · Retention

Birthday Offer — GoHighLevel Workflow Template

Delight customers on their birthday and drive repeat sales.

Best for: Salons, restaurants, retail, service businesses.
The prompt
Paste this to your AI (Claude, ChatGPT, Cursor) once your MCP is connected.
Build a Birthday Offer workflow in my GoHighLevel triggered by birthday reminder: send an SMS with an offer code, plus an email version, and tag the contact 'Birthday Offer Sent'.

How it works

  1. 1
    Trigger from a birthday reminder on the contact's date of birth.
  2. 2
    Send an SMS with a personalised birthday offer code.
  3. 3
    Send an email version for contacts without a phone.
  4. 4
    Tag the contact 'Birthday Offer Sent' to avoid double-sends.
Ready to ship this in your GoHighLevel?

Connect your account, paste the prompt, done.

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