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- The addition of a new employee can be done via an import or a manual entry. The filtered list will recognize it automatically and add it to the mailings.
- A birthday campaign must be re-created every year as the campaign automations do not allow to treat a same lead several times. For this to happen, de-activate the current campaign, clone it and rename for the current year (employee birthdays 2016-2017, for example). The campaign is on a filtered list so there is no need to change the list on which the campaign rolling.
- Set up your birthday campaign in the two languages(EN and FR). First, choose what the default sending language will be. Let's go with the default English for our example.
1. On the Automation tab, start your decision tree by dragging the "lead field {x} equal {y}".
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