Runs 1x per year on birthday

Settings tab

Plan Name: 16. Birthday Email

Target Lead Type: Include one of Buyer, Seller, Renter, Investor, Homeowner, Landlord, Other

Plan Scope (my plan)

Auto Apply: (configure settings) takes you to the Trigger tab. 
Auto-Pause: Toggle OFF

Trigger tab

• Specific Date Occurs 
• Advanced Trigger Is: Yearly, On Specific Date, Uncheck box for Ends but change dropdown to 10 cycles.
• Check the bottom checkbox: Include leads in your database

Actions

These are the steps in the campaign and each step is included in the following expandable tabs down.

5 Days before Birthday, Act at 9 AM, Text, Assign to Agent

Customize for yourself:  Note. Birthday coming up in 5 days! Mail card or make sure they're on TPMCO.

Check the box to Remind assignee by SMS when the task is created.

5 Days before Birthday, Act at 9 AM, Text, Assign to Agent

Happy Birthday Text. Do not sell.
Ideas:

Happy Birthday! 🥳I hope your days is filled with as much joy and laughter as the time we spent working together! haha. Anything fun planned for your birthday? 🎂 Cake maybe!!

Check the box to Remind assignee by SMS when the task is created.