Powering Your Playbook Client Campaigns

With Whiteboard’s Playbook installed, your clients can automatically receive birthday and holiday wishes -and there’s very little, if anything you need to do.

Important: Your campaigns must be enabled for client birthday and holiday wishes to go out.

Please see the below list in it’s entirety to have a better understanding of the Whiteboard’s supplied client campaigns.

Automated Birthday and Holiday Campaigns

• Birthday Campaign:
  • Client record must have listed date of birth (DOB)
• Christmas:
  • Runs on December 25th of every year
  • As long as client does not celebrate Hanukkah.
• Cinco De Mayo:
  • Runs on May 5th of every year
• Halloween:
  • Runs on October 31st of every year
• July 4th:
  • Runs on July 4th of every year
• MLK Jr Day:
  • Runs ever January (planned)
• New Year:
  • Runs January 1st of every year
• St Patrick’s Day:
  • Runs on March 16th every year
• Thanksgiving:
  • Run’s every November (planned)
• Valentines Day:
  • Runs February 14th of every year

Manually Configured Holiday Campaigns:
These campaigns require a little “user intervention”, which can be managed via the
Holiday Form in the client form dropdown.

• Easter:
  • Celebrates Easter checkbox for “Yes” must be checked
• Misc Flowers:
  • Requires a valid future date in the “Send Flowers Date” field
• Newborn:
  • Requires a valid future date in the “Newborn DOB” field
• Hanukkah:
  • Celebrates Hanukkah checkbox for “Yes” must be checked

Checking the box for “Remove from all Holiday Campaigns” will remove that specific client from all future birthday and holiday marketing.