Activate the Automated Happy Birthday Message

Step 1: Create the Birthday Message Action Plan

1. Go to the MyLeads tab in your Command Center.
2. Click on Action Plans Manager.
3. Navigate to the Action Plan Library, search for ""Birthday,"" and click on Use this Template.
4. Review and edit the email message as needed. Once satisfied, click on the Use this Template green button.
5. Give the plan a name or leave it as is, then click on the Copy to My Action Plans green button.
6. You will receive a ""Success"" notification, confirming the plan has been created.

Step 2: Activate the Birthday Message Action Plan

1. From the MyLeads menu, select Action Plans Settings.
2. Locate the Birthday Action Plan dropdown and select the action plan you created in Step 1.
3. Click the Save button.

From now on, any client with the current date set in their ""Birthday Date"" field will automatically receive the birthday message.

Step 3: Set Birthday Date

1. On the contact/lead detail page, click on the Add button and select Birthday from the menu.
2. Select the birthday date and click on the Done button to save.
3. Repeat for other contacts/leads.

From now on, any contact/lead with the date set in their ""Birthday"" date field will automatically receive the anniversary message. This also applies to contacts/leads that already have this date entered.

IMPORTANT:
Do not manually assign the Birthday action plan to the contact/lead, as this will send the plan immediately. The system will assign the plan based on the date entered in Step 3.

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