Use the Birthday Assistant to Run a Birthday Workflow


The Birthday Assistant will now trigger a Workflow! 🥳

This will allow you to do more with the Birthday Assistant, including send texts, changing the time of the email sending, have multiple emails go out, etc.

Important Note: The Workflow option will only work for the primary contact. You will want to use the Email Template or Birthday Reminder To-Do options if you want both the primary contact and the other contact included in the birthday assistant actions.

Double Your Sales!

Create a proactive word-of-mouth strategy to increase referrals and grow your business without breaking a sweat!

Continue Reading These Related Articles

Try AllClients Today

Get Your Free eBook Today!

Tell us where to send your free copy of ‘Double Your Sales’ so we can deliver it right away!