Tab one hands you the words in your voice. Tab two walks you through Lofty, click by click. Do it one time and birthdays and home anniversaries fire on their own, all year.
It works while you work.
1 Pick your vibe◆2 Grab your copy◆3 Set it up in Lofty
Your vibe
Your copy already includes Lofty's merge field, #lead_first_name#. Paste it in as-is and Lofty fills in each contact's first name automatically. Nothing to swap.
◆ Lofty Setup
Do it once. Let it run.
Two of these are true automations: build them one time and Lofty fires them every year on its own. The check-in you send by hand, on purpose, because the fun part is that it never looks automated.
Pick Auto Text, not plain Text. Auto Text sends on its own. Plain Text only creates a task for you to do later, so nothing ever sends.
Two enrollment switches, two jobs. Include Existing Leads enrolls everyone who matches today. Auto Apply keeps the door open for everyone who matches later. Turn both on, leave Auto Re-apply off.
Turn on pause when the lead replies. When someone texts back, the automation steps aside so you answer like a human.
Lofty adds the opt-out line to automated texts for you, so you stay compliant without thinking about it.
01 / True Automation
🎂Birthday
Path Automation → Smart Plans → + Smart Plan → Create from scratch
Settings first. Name it "Birthday Text."
Plan Scope → My Smart Plans.
Target Lead Type → All. Your tags do the filtering, not this.
Auto Pause → pause when the lead responds. The Auto Apply toggle is grey for now. It unlocks after you save, and you flip it on at the end.
Now the canvas. Add a Step → Trigger → Birthday. Set it On Date, mid-morning (smart-plan texts ignore Quiet Hours, so you pick the time). Recurrence Yearly, Repeat at 50 cycles.
Still in the trigger: Add Criteria with your past-client tag, and check Include Existing Leads. That enrolls everyone who matches right now.
Add a Step → Action → Auto Text. Paste your birthday copy as-is. It already contains #lead_first_name#, so Lofty auto-fills each first name. Nothing to insert.
Save Smart Plan, top right.
Back in Settings, flip Auto Apply ON. It just unlocked. This keeps enrolling contacts who start matching later, like a birthday you add next month.
02 / True Automation
🏡Home Anniversary
Path Automation → Smart Plans → + Smart Plan → Create from scratch
Same build, one different trigger. Name it "Home Anniversary Text," same settings: My Smart Plans, All lead types, pause on reply.
Add a Step → Trigger → This specific date occurs → Lead Date → Yearly.
Open the Value dropdown and pick your Home Anniversary date field (the option next to Birthday).
On Date, mid-morning, Repeat at 50, Add Criteria with your tags, check Include Existing Leads.
Add a Step → Action → Auto Text, paste your anniversary copy as-is. The #lead_first_name# field is already in it, so it auto-fills.
Save, then flip Auto Apply ON in Settings.
No anniversary date on file means no text. That is exactly what July's gap-fill was for. Every date you add later joins the plan on its own, because Auto Apply is on.
03 / Send By Hand
👋Check-In
Path People → select your segment → More → Mass Text
Build your Past Clients / Sphere segment once (filter by your past-client tag).
Select the segment, then click More → Mass Text.
Paste a check-in message as-is. The #lead_first_name# field is already in it, so it auto-fills.
Send. Quiet Hours protects mass texts, so any late-night sends reschedule themselves.
Repeat a few times a year on whatever hook fits your vibe.
Want one on autopilot too? For a holiday Lofty supports, build it as a date-triggered Smart Plan the same way and it fires yearly like the other two.
04 / Verify
✅Prove it's live
On the Smart Plans page, open the plan's Enrollments tab and check the count. Zero means your tag or Include Existing Leads didn't take.
Open a past client who has a date saved and confirm the plan shows under their automations.
Monthly Playbook ◆ August
