You can send automatic emails during the lead's birthday month. To do this, simply follow the step-by-step guide below:
- Create a single-choice selection custom field and add the months of the year as field options:
- Insert this custom field into a form to record the anniversary month of each lead the next time they convert.
- Then, create segmentations using the anniversary month of your leads as a condition. You must create a segmentation for every month of the year:
- Lastly, you can create the birthday email and schedule its delivery according to each month of the segmentations.