Do You Have Birthday Campaigns?

I want to Send an Automated Email to Send Birthday Wishes

Currently, our platform doesn't capture or store birthdates, so we can't trigger emails for a client's or prospect's birthday.

When we have that functionality, we'll definitely be adding one!

For our AE Digital clients, you do have a Birthday Campaign available! 🎁 For more information, please contact automation@advisorsexcel.com.