To set up an email that will automatically go out on your clients' birthday, follow these steps:
- Go to Marketing
- Click on Birthday campaigns
- Toggle on Birthday Campaigns (Located in the top right corner)
- Optionally offer a promo code as a gift by clicking on the Add Promo button.
- Click on the Edit Design button to write and design your email
- Once editing your design you can input your clients first name, last name, and your promo code using merge tags
- Click Save & Close
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).