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auto emails for birthdays & anniversary

Sure would be great if we could set up auto emails and /or text with photos for events

Guest
Apr 16 2020

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Andy Smith commented

4 May, 2020 07:04pm

100% agree! They should also allow triggered/scheduled texts/emails for any custom date field added to a client.

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Add birthdays with an automatic birthday note that can be sent out via email or text. Merged

For each contact if you have contacts birthday and spouses birthday set up to receive an automatic birthday note. I would switch over from my current CRM that has this.

Created 10 Apr 06:43pm by Guest

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