Happy Birthday Workflow in your Cloven CRM
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:
Automated Happy Birthday Emails
Please note that the pre-built happy birthday workflow can not be modified. Perhaps you'd like to have the email send 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:
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