Automate Birthday Discount Emails for E-commerce using Google Sheets and Gmail

This n8n workflow automates the process of sending personalized birthday discount emails to customers. It regularly checks a Google Sheet for customers whose birthdays are approaching and, if a discount code is available, sends them a celebratory email via Gmail.

What it does

1. Schedules Daily Check: The workflow runs automatically at a set interval (e.g., daily) to check for upcoming birthdays.
2. Fetches Customer Data: It retrieves customer information, including names, email addresses, birthdays, and discount codes, from a specified Google Sheet.
3. Calculates Age and Upcoming Birthday: A custom JavaScript function processes the data to calculate the customer's current age and determine if their birthday is within the next 7 days.
4. Filters for Eligible Customers: It filters the list to only include customers whose birthdays are upcoming and who have an available discount code.
5. Sends Personalized Birthday Email: For each eligible customer, it sends a personalized birthday email containing their name and the discount code using Gmail.

Prerequisites/Requirements

• n8n Instance: A running n8n instance.
• Google Sheets Account: A Google Sheets account with a spreadsheet containing customer data (Name, Email, Birthday, Discount Code).
• Gmail Account: A Gmail account configured as a credential in n8n for sending emails.
• Google Sheets Credential: A Google Sheets OAuth2 or API Key credential configured in n8n.

Setup/Usage

1. Import the Workflow: Import the provided JSON into your n8n instance.
2. Configure Credentials:
   • Google Sheets: Set up your Google Sheets credential. Ensure it has access to the spreadsheet you intend to use.
   • Gmail: Set up your Gmail credential.
3. Update Google Sheets Node (Node 18):
   • Specify the Spreadsheet ID of your customer data sheet.
   • Ensure the Sheet Name is correct.
   • Verify the Range if your data does not start from A1.
4. Review Function Node (Node 14): This node contains JavaScript logic to calculate birthdays. You may need to adjust the date formatting or the "days in advance" logic if your requirements differ.
5. Review If Node (Node 20): This node filters customers. Ensure the conditions for birthdayInNext7Days and discountCode are appropriate for your data.
6. Update Gmail Node (Node 356):
   • Customize the Subject and Body of the email. Use expressions to dynamically insert customer names and discount codes (e.g., {{ $json.name }}, {{ $json.discountCode }}).
   • Ensure the "To" field correctly uses the customer's email address (e.g., {{ $json.email }}).
7. Activate the Workflow: Once configured, activate the workflow. The "Schedule Trigger" node (Node 839) will run the workflow automatically at the configured interval.