Q: How can I send out birthday emails automatically in Realvolve?
A: You can set up a workflow to do that. I set it to run automatically.
1. Create a new workflow
Title: Name your workflow
Use with: Contact
Description: Add a description
2. Add an Activity
Title: Name the activity (I called mine Send Happy Birthday Email
With: Workflow contact
Schedule: 0 Days After Birthdate
Repeat: Yearly 3. Add Action
Title: Send Email
Send an Email Message
Enter the name of your email template (I named mine Happy Birthday - 2016)
At the end of the year, all you have to do is change the email template to send the following year if you wish to.
Q: Where did you get the cute cupcake template from?
A: I googled for Happy Birthday images and added it.
***More ideas related to sending birthday/anniversary wishes...
1) EMAIL - Follow Joe's workflow for "day of birthday email".
2) CARD - Set a monthly batch notification for all birthdays in a given month and set time aside to write a card to snailmail (have it arrive a few days prior to the actual birthday).
3) CALL - Set a reminder to call 1 week after birthday. If I speak to them regularly, I will skip this call.
Same system for anniversary date.