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.
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! :)
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! :)