Celebrating milestones like birthdays is a small yet impactful way to build stronger relationships with clients, colleagues, and team members. However, manually remembering and sending greetings can be time-consuming and prone to errors. With Accountable Automation feature, you can effortlessly deliver personalized birthday wishes, ensuring no special day goes unnoticed.
Automating birthday wishes is a simple yet powerful way to create positive touchpoints. With Accountable automation feature, you can make every client and team member feel valued while streamlining your processes.
Steps to create birthday automation:
In the Scoreboard page and click the Quick Action button at the bottom left. Select the contact you want to add.
Enter the necessary contact details, ensuring the birthday information is included, and click Save.
Click the Marketing tab in the top navigation bar, then select Automation in the top-right corner.
Click the New Automation button. In the modal popup, enter the new automation name and select a folder or create it. Once done, click the Save button.
Click the Add Trigger button. In the modal popup, scroll down and select the Contact Birthday automation trigger, then click Add.
Click the Plus symbol to add an automation action. In the modal popup, select Send Email to Contact.
In the popup, enter the required details, select the birthday wishes email template, and click Add.
Click Save Automation. And click cancel button to go back to the automation page. Your automation will now appear in the list table.
Click the paper icon to clone the automation, the pencil icon to edit it, and the trash icon to delete it.
Once you create a new contact with birthday details, the automation will automatically trigger to send birthday wishes on their special day.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform, or by asking our team on Facebook.
- 90-Day Sales Support