Infusionsoft Cookbook – Chapter 6.6 – 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.

By Paul Sokol

Paul Sokol has been using Keap since it was called Infusionsoft back in 2008. He even worked for Infusionsoft directly for five years: first as a Success Coach (launching over 200 new customers on the software) and then as a Product Manager. This book is a potent distillation of automation fundamentals that Paul has discovered through his tens of thousands of hours of in-the-trenches implementation.