Criteria for the Automated Birthday Greeting Autopilot

When this Autopilot is enabled, all clients with a birthdate entered in their client record will receive a "Happy Birthday" email within one day of their birthday.The content of the campaign can be edited to fit your particular business.  

Criteria required for the Automated Birthday Greeting Autopilot to send:

  • Both an email address and a birthday must be listed in the Client Details section of the client's record, found in your Client List

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