How to Manually Send Most Special Day of the Year Emails

1. Download the Desired Birthday Email Template

From the Action Center on the myClients Dashboard, click Email Templates

2. Click Add Email Template on the top right:

Then select your desired template from the next screen. You can filter templates by folder using the dropdown at the top of the screen.

In this case, we want to select 7E - Special Birthday

Scroll down and select the Template you'd like to send:

3. On the next screen you'll see a preview of the template, click on Create & Start Editing to download and use the template:

4. Go to the contact you would like to send the email to and click on their email address

5. Click Send Email

6. Use the drop-down menu to select the template you previously downloaded for this day (birthday emails are listed by date). 

8. The pre-formatted birthday email will load, and all you have to do is click
Send Email