16. Birthday Emails
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!!
🎉🎂 Happy Birthday! Wishing you a day filled with laughter, love, and all your favorite things. Cheers to another amazing year ahead! 🥳✨
🎈🎂 It’s your special day! May your birthday be as fabulous as you are. Enjoy every moment—you deserve it! 🥂🎉
🌟🎉 Happy Birthday! Here’s to cake, candles, and a day full of surprises. Have the best day ever! 🎂💖
🎂✨ Birthdays are for celebrating YOU, {{first_name}}! Hope your day is packed with love, joy, and maybe a little cake. 🍰🎁
🥳🎈 Woohoo! Happy Birthday, {{first_name}}! I hope today brings smiles, sunshine, and everything that makes your heart happy. 🎂🎁
Check the box to Remind assignee by SMS when the task is created.