Auto send email Birthday Greetings

Great way to nurture relationships with constituents. Being able to set-up an auto-send to email a birthday greeting would make it easier to do those "little things" in reaching out to people.

  • Kathleen Donahue
  • Sep 21 2020
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    Kylee Long commented
    September 24, 2020 13:32

    Hi everyone! This should be available with the new Email Automation in Workflow Designer. Just create a list for birthdays (Birthday= this month/this week/today, etc) and use that list for your workflow! :)

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