Wishing a Happy Birthday to your clients opens up a new possibility for the business and MBR CRM has got you covered with the Contacts Birthday plugin.
MBR CRM’s contact plugin can be used to create birthday funnels that run on the day of a contacts birthday.
You can download a copy of your birthday plugin on our website.
Once you have successfully installed the birthday plugin you will be able to see a new form field that is used to retrieve contacts birthday when a contact fills out the registration form.
Once you have the birthday data you can use the MBR CRM funnel builder to create a funnel according to your requirements.
To start this birthday funnel you need to use the Birthday benchmark.