To set up an email that will automatically go out on your clients' birthday, follow these steps:
- Go to Promote > Birthday campaigns
- Adjust the settings
- Click Save
Note that for the greeting you have multiple options, for example "Hello First Name". "First Name" will be replaced by the client's actual first name.
Once your birthday campaign is set up, it's totally hands-off for you. We will automatically email each client on their birthday (provided that their birthday is listed on their client file).