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

  1. Create a Campaign:
    • Go to Marketing > Campaigns in Agent CRM.
    • Click on + Create Campaign and give it a name like “Birthday Greetings Campaign.”
  2. Add a Birthday Trigger:
    • Navigate to Automation > Triggers in Agent CRM.
    • Set up a new trigger with the condition: “Client’s Birthday.”
  3. 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}}.
  4. 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:


Watch and Learn

Check out this video for a demo on Agent CRM: