> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://staging.chrisp.chat/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/-/b/e/0/5/be058c64a187a800/89ecd01f-aed5-4ce9-b0c6-3d3677_1jdbj6g.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788710/5b55e9ace67bf74fd3d78d722ada/image.png?expires=1790070300&signature=260159215d2f7367015d01d6884138d352c88d2a1f32f1dbc981a3af2ed351f9&req=diAhF852lYZeWfMW1HO4zfGOtg8YWD0%2FlNgEWi%2BlqYqlQTzSmNpFJF7ge4%2BX%0AJ6Ijxlqo3a2W1JPsqdo%3D%0A) **Step 2:** Click the link to download a list of users with the date missing: [![](https://storage.crisp.chat/users/helpdesk/website/-/2/4/e/8/24e8da0ee0899200/cfecac40-d9a9-4098-8b08-8fbe52_10ch77v.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788707/0f1d118cff6a24ee1d8d8b443119/image.png?expires=1790070300&signature=7e000b3b74a07502801db4ae52dd215aa936da3064b314466dbe21199c055894&req=diAhF852lYZfXvMW1HO4zVWpA2wa946qrCMDmTPYGEst1p8hGXw37Oi86OSb%0AJEW%2BgGwVbbU29KPb0Bo%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/-/e/7/d/d/e7dd6d183bf08000/a96e14d5-f281-476a-b7f0-5b2ed8_nrucaj.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788706/e57ac95de05d1c6e36d196bc7af4/image.png?expires=1790070300&signature=384e05b1ebb90c9787461bc6f0854ef4178cfeefdc57aa6c7968b604c35ea7c1&req=diAhF852lYZfX%2FMW1HO4zTfRBgP1feEucKQdMjNLqQNnCCyCs%2BtFMDN8xVGa%0AmkKm0udZRHVnoHz91js%3D%0A) **Step 3:** Attach the CSV file and email it to [[email protected]](/cdn-cgi/l/email-protection#03707673736c7177436062716665716a666d67702d606c2d7668), 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#7b080e0b0b14090f3b181a091e1d09121e151f08551814550e10) to find out more. **Step 1:** Head to Automations on the left: [![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/3/eef346f0d3d3480/666284a5-03ad-4384-9048-5e7345_1l60qvb.png)](https://downloads.intercomcdn.com/i/o/myurolee/2027036383/1fc9a4720c382a41d5fcb2a70e44/image.png?expires=1790070300&signature=247c73061f38c9f53a80a3d62159fdd6e8d4154ef4e3d7945a5c90ad595a4871&req=diAlEcl9m4JXWvMW1HO4zWFXzPL6OAHVLz05apRr0naO%2FTh%2FY0zfjoKAbvzJ%0AtNyQ1TzLLToXTW%2BfUsE%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/-/7/a/9/d/7a9dad3cedee3400/0dd77dd3-f38d-4e4b-8323-763078_15p2sch.png)](https://downloads.intercomcdn.com/i/o/myurolee/2027050256/6e4e740aaece73b192112c461cd5/image.png?expires=1790070300&signature=023029a08e71cc9bef146adfb6c052fc2f9539f4ccb2f2bb868d17b9fab97142&req=diAlEcl7nYNaX%2FMW1HO4zaHiETW%2BkT8nnQr7ECYqqwoZmMS9lERKcK%2F0v8JO%0AkTvXvV6kj1qIPykEO28%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/-/a/8/c/b/a8cb51951a8ea800/346516ff-aaa6-47f3-8691-f0c0b9_1uqd9l0.png)](https://downloads.intercomcdn.com/i/o/myurolee/2027099551/842eae2c9c8c3b8f0fd93bcf375d/image.png?expires=1790070300&signature=17874c060cb509105f6a8863e9a0657128cc82c145a7b808b2f383b012c182c6&req=diAlEcl3lIRaWPMW1HO4zQ6xLJwI9Z8v%2F1HqnFhqxXJuCR6WgXNmLyQvAoVl%0AQM6hCrd6uWjk8NPt%2Beg%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/-/7/7/6/8/7768a68628a5fc00/6b9c6223-b911-44e4-becf-c6888d_1y8esq6.png)](https://downloads.intercomcdn.com/i/o/myurolee/2027102638/0bbd7fc0e7b8db820793f6b4e93e/image.png?expires=1790070300&signature=8302f00a34bb99b77fb6b5fce1fd6bb57a6b73ba82a10a9e37389983f1c205c8&req=diAlEch%2Bn4dcUfMW1HO4zSw54J%2B9Kc5zlyy6R4KC2yGrZNOh%2BEPrRHHVJsnU%0A5TEzIePf37RoIrtIYD0%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=1790070300&signature=6e9efd1847b45e9d859892dc0e40bcade20b08d3c120c8df34a4c11e393c694c&req=diAlEch3m4NbXfMW1HO4zVCDOXNlvxKP7Lncz%2FVtT6QrLb1Cccd47Igd4mwT%0AJ5bRcMoDkbhVNuyr8eQ%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2027196244/5c4cd8062ebdb2b5def99853cd82/image.png?expires=1790070300&signature=6e9efd1847b45e9d859892dc0e40bcade20b08d3c120c8df34a4c11e393c694c&req=diAlEch3m4NbXfMW1HO4zVCDOXNlvxKP7Lncz%2FVtT6QrLb1Cccd47Igd4mwT%0AJ5bRcMoDkbhVNuyr8eQ%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=1790070300&signature=57d66d5f876ed1549415b73597d6c6ca115a4d57901a4dc44a27e699efd9bef1&req=diAiF8x%2FmIFZWvMW1HO4zX3OaFjTODIIbQNdrFak1DF4qCJLDambim9sPCNe%0AsAG%2BQ1f3wzAItw14fJQ%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2051515063/5dc63b14e0f139a17dfa3e3d0176/image.png?expires=1790070300&signature=57d66d5f876ed1549415b73597d6c6ca115a4d57901a4dc44a27e699efd9bef1&req=diAiF8x%2FmIFZWvMW1HO4zX3OaFjTODIIbQNdrFak1DF4qCJLDambim9sPCNe%0AsAG%2BQ1f3wzAItw14fJQ%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=1790070300&signature=c6fbfd2ec9a654f67662b26f43688a82ffb8315cf3f6733da1d0d00ce8ef1c7e&req=diAiF8x%2FlYlfWPMW1HO4zdvcfzHzea2pLha1Izs%2F%2F4h6rw7HDphCzSyMyxkT%0AJEa5i9v2Qau5eT2ttBk%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2051518801/5c09acff1bbaa0ea1587716bb4b9/image.png?expires=1790070300&signature=c6fbfd2ec9a654f67662b26f43688a82ffb8315cf3f6733da1d0d00ce8ef1c7e&req=diAiF8x%2FlYlfWPMW1HO4zdvcfzHzea2pLha1Izs%2F%2F4h6rw7HDphCzSyMyxkT%0AJEa5i9v2Qau5eT2ttBk%3D%0A) **Step 6:** When done, click **Save** [![](https://downloads.intercomcdn.com/i/o/myurolee/2027201642/10361a6c99f2641455a149aac707/image.png?expires=1790070300&signature=b1970e697651849da1f26505d467d0c5adbdf143d570f77af27db83c685a0f4d&req=diAlEct%2BnIdbW%2FMW1HO4zV%2BEoWJOTV%2FWdPgH1eZ%2FBqgKXfJQoEgPqbWUFZ9F%0A8cEmvnjajDJngqPzxWk%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2027201642/10361a6c99f2641455a149aac707/image.png?expires=1790070300&signature=b1970e697651849da1f26505d467d0c5adbdf143d570f77af27db83c685a0f4d&req=diAlEct%2BnIdbW%2FMW1HO4zV%2BEoWJOTV%2FWdPgH1eZ%2FBqgKXfJQoEgPqbWUFZ9F%0A8cEmvnjajDJngqPzxWk%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=1790070300&signature=b7084e5eeef8fd167d1ad3c75c2bdfe337f28cd208c5178f3b423f63ad01e53c&req=diAlEcp5mYldWPMW1HO4ze6%2F0Q0Srk69q4cKi4WWEMufA3uGao1nTXn9lDhc%0ACL5%2FLK65feE30BoXqyk%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2027374821/18cea56531f46b927b8cb477ab38/image.png?expires=1790070300&signature=b7084e5eeef8fd167d1ad3c75c2bdfe337f28cd208c5178f3b423f63ad01e53c&req=diAlEcp5mYldWPMW1HO4ze6%2F0Q0Srk69q4cKi4WWEMufA3uGao1nTXn9lDhc%0ACL5%2FLK65feE30BoXqyk%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 😊