Is there a way to add multiple names from a list into an automated email?
SOLVE
We want to send out a birthday email each month to select contacts that match the Birthday (date picker) custom field. Is it possible to add just those people into the email? For example, in July, we would want the short list of 25 people to be listed that have birthdays in July. etc etc. Any info will be appreciated!
Is there a way to add multiple names from a list into an automated email?
SOLVE
@dustinexcel the process of writing the email and putting the names into the email would need to be done manually. You can create a list using the criteria "birthday is between 7/1 and 7/31" and then know which contacts will need to be included in the email body, however there is no way to automatically have those names put into the email.
Is there a way to add multiple names from a list into an automated email?
SOLVE
@dustinexcel the process of writing the email and putting the names into the email would need to be done manually. You can create a list using the criteria "birthday is between 7/1 and 7/31" and then know which contacts will need to be included in the email body, however there is no way to automatically have those names put into the email.
Is there a way to add multiple names from a list into an automated email?
SOLVE
Not exactly true. You cannot select a date without a year. Meaning everyone between the years selected will show on the list. 7/23/1959-8/23/2022 and that's basically everyone. Any other solution ideas?
