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Infusionsoft Cookbook by Paul Sokol

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Building automated Happy Birthday messages

Once we have someone's birthday on the file, it is very easy to schedule an automated message around their birthday each year.

For this recipe, we are going to build a mechanism that schedules an automated birthday e-mail annually.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account and in a new campaign. In addition to this, we also want to have a functional tag that will be used to schedule an annual message.

How to do it...

  1. Drag out two tag goals, a note template goal, and a sequence; connect and rename accordingly:
    How to do it...
  2. Double-click on the first tag goal and configure it for the functional ...

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