Settings and activity
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10 votes
Rianne Gould
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1 vote
Rianne Gould
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65 votes
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Rianne Gould
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30 votes
Rianne Gould
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208 votes
Rianne Gould
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12 votes
Rianne Gould
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27 votes
Rianne Gould
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15 votes
Rianne Gould
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207 votes
Rianne Gould
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Yes!! The current Birthday template from KW only allows a text automation but many of our agents would love for an automatic email to be sent out on a client's birthday.
An custom email smartplan with a birthdate trigger would be SO HELPFUL!! :)