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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  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.

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