Birthday Card Campaigns · RIA Operators

Birthday Card Campaigns

Hi everyone!

If you send out automated birthday cards to your clients, what software do you use for that?

We were using MarketingPro but they got bought out by FMG and FMG's Birthday Card Campaign is a little too generic for what we're looking for. It would be really ideal if we could customize the message on the inside a bit and possibly choose the card design that is being sent out.

Thanks in advance!

11 comments