Once we have someone's birthday on the file, it is very easy to schedule an automated message around their birthday each year.
For this recipe, we are going to build a mechanism that schedules an automated birthday e-mail annually.
We need to be logged in to Infusionsoft, inside a specific account and in a new campaign. In addition to this, we also want to have a functional tag that will be used to schedule an annual message.
Drag out two tag goals, a note template goal, and a sequence; connect and rename accordingly:
Double-click on the first tag goal and configure it for the functional tag, which will start the campaign; click on Save:
In the lower-left corner of the second tag goal, double-click on the small purple icon:
Configure the goal to be achieved by Any Contact; click on Save:
Double-click on the second tag goal and configure it for the same functional tag as the first tag goal; click on Save:
Double-click into the...