Tech Tip: Set Up a Birthday SmartPlan

This video will show how to filter and tag your contacts, download the KW authored My Birthday SmartPlan, make custom edits, and add your contacts to activate the SmartPlan!
If you have any questions please reach out to us at [e-mail]!

[@JPerez-no2xr]

because the repeat option is not available to customize the plan, we need annually to re-enter the clients in the plan?

[@infosistahome]

Hi SLM! May I ask, for the personalized card, it's not automatically sent to the clients on their birthday?