Step by step tutorials for setting up the Birthday Automation in WealthWave Campaigns.
This guide walks you through setting up automated birthday emails in WealthWave Campaigns. Ensure your clients feel valued by sending personalized birthday messages, creating a warm connection that strengthens relationships and builds loyalty. Follow the step-by-step instructions to configure the automation, customize messages, and activate the workflow. In just a few clicks, your system will automatically celebrate your clients' special days.