Please Note: It is not yet possible to send automatic emails on the exact day of the lead's birthday.
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.
