Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary
send out an automatic birthday wish to each client on their birthday? I would like it to go automatically to the client on their birthday
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
John Graetz commented
It would be very useful to add an automation to Redtail CRM that will send out an email to active clients on their birthday.
Chris Reid commented
Hi, I would like to bump this up to the top. I would be a good way to capture market segment from competitors.
Heather Tracey commented
Has this feature been set up yet?
We too would like to send an email automatically on their birthday
Stacey Snow commented
Yes, it would be useful to create an automation that will send out an email to active clients on their birthday - perhaps some kind of delayed delivery inside of the Broadcast email system? Right now, you have a lovely template available for birthdays, but no way to control the timing.
Veronica Schweitzer commented
I also would like the system to automatically send birthday emails as well. Please & Thank you
June Salazar commented
We also would like to use TailWag to generate a birthday email. We would like to set it up once and have the CRM send out an email with a birthday message on our clients' birthdays. We don't want to run a report daily and send a broadcast email ourselves. We want it to happen automatically. Please make this possible.
Eli Dollinger commented
I would like to set up messages that are automatically sent upon clients' significant life events.