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
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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!
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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.
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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.
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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.
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Veronica Schweitzer commented
I also would like the system to automatically send birthday emails as well. Please & Thank you
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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.
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Eli Dollinger commented
I would like to set up messages that are automatically sent upon clients' significant life events.