You’ll find automated birthday emails in the FMG Automated Marketing tab. The campaign will email one birthday card to each contact per year.

Finding the Automated Birthday Campaign

To find the automated Happy Birthday Email campaign, click Automated Marketing in the navigation panel on the left side of the library:

Here, you can toggle the Happy Birthday Email Campaign on:

Use the “Configure” link to view settings:

Use the “View Performance” link to view past performance:

If You Don’t See the Retirement Insights Campaign

If you do not see the Retirement Insights campaign on your dashboard, please speak to a customer service representative about upgrading your package.

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