Available to our Connect™ and Attract™ clients, the Happy Birthday campaign is a great, effortless way to keep in touch with your clients and add a personal touch to your communications. 

To activate this campaign, navigate to Automated Marketing in the navigation pane on the left side of your dashboard:

Left Nav Bar Automated Marketing

Here, you can locate the Happy Birthday campaign and toggle the campaign on:

Happy Birthday Toggle

Like other campaigns, you get to decide who receives these campaign emails. 

Click here to learn more about building your campaign audience. 

Unlike other campaigns, these emails depend on some specific contact data: their birthday. 

Important Dates Field

You can add as many contacts as you'd like to this campaign, but only those contacts that have their birthdays listed will receive these emails. 

At the start of each week, you will receive an email letting you know which contacts will receive emails in the coming week. 

Click here to learn more about setting up these email notifications.

Upcoming Birthday Email Reminder

You'll notice in that example that we include your contact's first name in your birthday message: 

  • If you have a nickname for your contact, we'll greet them by that name! 

  • If there's no nickname, we'll greet them by their first name instead. 

When your contact's birthday rolls around, they'll automatically get a personalized email wishing them well!

There are currently ten different birthday email designs. Although you won’t be able to choose which design each of your clients receives, we’ll use their birthdate to rotate out the design yearly to ensure they don’t get the same design twice. We’ll also be updating the designs regularly to keep them fresh! Interested in seeing the email designs? Click the button below!

Want to change your email header graphic and colors? Simple! Click here to learn more about updating your email design. 

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