Happy Birthday Workflow in your Cloven CRM
Overview
The Happy Birthday Workflow is a pre-built automation included in Cloven. When enabled, it automatically sends a birthday email to your contacts on their birthday, provided their Date of Birth is recorded on their contact record.
This workflow helps you stay connected with clients and maintain engagement through personalized communication.
Before You Begin
Ensure that:
- The contact has a valid Date of Birth entered on their contact record.
- The contact has a valid email address.
- The workflow is activated.
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Your email signature is configured in the CRM if you would like it to appear in the email.
Step 1: Verify the Contact's Date of Birth
- Open the Contacts module.
- Select the contact you wish to review.
- Scroll down to locate the Date of Birth field.
- Confirm that the date is populated correctly.
The Happy Birthday Workflow will only trigger for contacts that have a Date of Birth entered.
Step 2: Access the Happy Birthday Workflow
- Click the Setup icon in the bottom-left corner of the CRM.
- Under Automation, select Workflow Rules.
- In the search bar, type Birthday.
- Press Enter.
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Open the Happy Birthday Workflow from the results.
Step 3: Confirm the Workflow is Active
Within the workflow details:
- Verify that the workflow status is set to Active.
- If the workflow is inactive, enable it to begin sending birthday emails automatically.
When active, any contact whose birthday falls on the current day will receive the birthday email automatically.
Automated Happy Birthday Emails
Many financial advisor like to send an email to their contacts on their birthday. Your Cloven system enables you to automate those emails so that they will send automatically. This can save you time and ensure that you never miss a birthday!
Your Cloven system comes pre-built with a happy birthday email automation. To learn how to turn on the automation and customize the email content, please watch the video below:
Please note that the pre-built happy birthday workflow can not be modified. Perhaps you'd like to have the email sent at a different time or add extra conditions to further specify which borrowers will receive your happy birthday messages.
If you would like to build a custom happy birthday automation to tailor the workflow to your needs, please watch the video below and ensure the pre-built workflow has been disables do avoid duplicate emails:
If you would like to build a custom happy birthday automation to tailor the workflow to your needs, please watch the video below and ensure the pre-built workflow has been disables do avoid duplicate emails:
If you would like to learn more about building workflows, please take a look at our helpful tutorial on workflows here: https://desk.zoho.com/portal/blurootsupport/en/kb/articles/workflows