1. Download the Desired Birthday Email Template
From the Action Center on the myClients homepage, click Email Templates
2. Click Samples and select your desired template from the drop-down menu
For example: Jun 1: The Most Special Day of the Year!
3. If you wish to preview the template, click on the name once downloaded
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
If you need additional help:
Please contact your Support team:
We are happy to help :)
800-950-7325 Ex 3401