Currently, only the default KW Birthday SmartPlan will work in connection with a contact's birthdate in Command. Custom-made SmartPlans that are made to be like a Birthday SmartPlan will not work like the KW Birthday plan. There is not yet a custom SmartPlan trigger option for birthdates, so the system cannot know when to trigger the start of the SmartPlan step.
- For more details, please see the Birthday SmartPlan guide here: Add Contacts to the Birthday SmartPlan.
If you are having issues with the steps and flow of your Birthday SmartPlan, it is likely a custom SmartPlan. Be sure to download the KW Birthday plan from the KW SmartPlans Library, and not a user-created library. To prevent confusion, it's also good to delete any custom birthday plans from your My SmartPlans list.
Note: The KW Birthday Plan can only be downloaded once, so if you are unable to download it, this means it is already in your My SmartPlans.
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