Ross Cathie Asked:
“Does anyone know if we can set up an automated birthday greeting campaign that would go out automatically on a client’s birthday?”
The Answer:
Yes, you can absolutely set up an automated birthday greeting campaign in Agent CRM to make your clients feel special on their birthdays! Here’s how to do it:
Step-by-Step Guide
- Create a Campaign:
- Go to Marketing > Campaigns in Agent CRM.
- Click on + Create Campaign and give it a name like “Birthday Greetings Campaign.”
- Add a Birthday Trigger:
- Navigate to Automation > Triggers in Agent CRM.
- Set up a new trigger with the condition: “Client’s Birthday.”
- Schedule Birthday Greetings:
- In your campaign, add an Email or Text Message event.
- Customize the content to include a warm and personalized birthday message. You can use custom fields like
{{contact.first_name}}.
- Activate the Campaign:
- Once everything is set up, activate the campaign and test it with a sample contact to ensure it works correctly.
Additional Resources
For more detailed guidance on creating automated campaigns and triggers in Agent CRM, check out these resources:
- Blog Post: Automate New Insurance Lead Campaigns
- Blog Post: NEW: Page View “Triggers” Added to Automations
Watch and Learn
Check out this video for a demo on Agent CRM:
