---
title: "How do I automatically send an email or SMS on an anniversary date in Sarbacane Campaigns?"
description: "Schedule a message sent on each contact's birthday, membership date or due date, once or every year."
url: https://help.sarbacane.com/en/articles/1-how-do-i-automatically-send-an-email-or-sms-on-an-anniversary-date-in-sarbacane-campaigns
updated: 2026-11-12
language: en
alternates: [fr, es]
---

# How do I automatically send an email or SMS on an anniversary date in Sarbacane Campaigns?

Schedule a message sent on each contact's birthday, membership date or due date, once or every year.

To wish a happy birthday or send a due-date reminder, create an automated campaign with the Date scenario in Sarbacane Campaigns. Each contact receives your email or SMS on the date recorded in your list, on the day itself, before or after, and every year if you wish.

## Prerequisites

-   A Sarbacane Campaigns licence.
    
-   A contact list in Sarbacane Contacts, with a date-type column (date of birth, membership date, due date…).
    
-   Email or SMS credits, depending on the message type.
    

## Steps

1.  On the Sarbacane Campaigns home page, in the Create new campaign block, click Create.
    
2.  Under Automatic campaign, click Select.
    
3.  Under Date, click Select. The scenario editor opens.
    
4.  In the top right of the Trigger block, click the gear icon. The Settings window opens.
    
5.  In the list field, choose your contact list.
    
6.  In Select a column for date, choose the column that contains the dates.
    
7.  In Choose a date format, choose the format used in your list (for example dd/MM/yyyy).
    
8.  Under Trigger delay, choose the option that triggers the scenario immediately to send on the day itself. To send earlier or later, choose the delayed option, enter the duration and choose before or after the date.
    
9.  For a regular send, tick Repetition and choose year (one send per year) or month (one send per month).
    
10.  Click the tick.
     
11.  Below the trigger, click Add an action, then Add a message. Enter a name, choose Email or SMS, then click the tick.
     
12.  The templates page opens. Create the message content in the Message and Checks steps, as for an email campaign.
     
13.  In the top right, click Activate the workflow.
     

## Expected result

The scenario is active. Each contact receives the message on the planned date, then every year or every month if you ticked Repetition.

## Troubleshooting

### A warning about the date format appears

Some dates in the column do not match the chosen format. You can override the warning and confirm, but this is not recommended: dates in the wrong format may not be taken into account. Instead, choose the format actually used in your list. If the dates are not recognised, correct the column type in Sarbacane Contacts, then return to the scenario.

### A contact did not receive the message on their date

Check, in this order:

1.  The scenario is activated (in My campaigns, a scenario that is not activated shows a deactivated status).
    
2.  This contact's date is filled in the chosen column, in the right format.
    
3.  The contact is not in an opt-out list linked to the scenario (gear icon of the trigger) or in the bounce list (NPAI).
    

If everything is correct, contact technical support.

## Related articles

-   [What types of automated campaigns can you create in Sarbacane Campaigns?](https://help.sarbacane.com/en/articles/4.md)
    
-   [How do I automatically send a welcome message to new contacts in Sarbacane Campaigns?](https://help.sarbacane.com/en/articles/2.md)
    
-   [How do you import contacts into Sarbacane Contacts?](https://help.sarbacane.com/en/articles/210.md)