Automate a workflow email on a contact's birthday
Robert Soady
Add additional fields. You have no date fields for clients' birthdays. If I switch my CRM from Keap to CF (Which is what I want to do) I will have to stop sending digital birthday cards which will reflect badly on me. With Keap you can create your very own date and name fields. Please add this so you can complete with Keap, so we have more options ASAP. Thank you.
Joshua Owens
I believe you can do this with custom attributes in settings, not sure if thats what you mean
Martin Oswald
Joshua Owens how would you do that? As to my knowledge the two options for custom attributes are text field or check box. Even if you add the birthday to the text field, I doubt there is currently an option for an automation to send an email on the birthday. If you have a work around, I'd be happy to hear it, because I didn't find anything that works so far.