The Automated Birthday Greeting delivers well wishes to a Client on the morning of their birthday.
The following predefined criteria must be met in order for the Autopilot to send:
- The Automated Birthday Greeting is active.
- The Client has an email address on file in the Details section of their record.
- The Client has a birthday on file in the Details section of their record.
Note: This Autopilot sends every year that it's applicable.