Creating Automated Follow-Ups for Birthdays

Creating Automated Follow-Ups for Birthdays

You can create automated follow-ups which are triggered for Birthdays.

  1. Click on the “Follow-Ups” tab in the menu.
  2. Click “Automated Follow-ups”.
  3. This page has three main sections. The bottom section is for Automated Follow-ups for Birthdays.
  4. In the bottom section, click “Create”.
  5. Click on the type of action you want to automate. You’ll have the option to:
    • Send a Text
    • Send an Email
    • Create an Assignment for a member of your staff/team.
  6. From the pop-up window, input the details and content of the message you want to send.
  7. Click “Save”.
  8. Repeat Steps 4 thru 7 until you have added all the steps of your follow-up plan.

NOTE: When you create a new automated follow-up, it will be Paused by default.  Click the PLAY button to activate each step of your follow-up plan.

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