LionDesk V2 CRM Ideas Portal

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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
  • Planned
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  • Guest commented
    26 Mar, 2021 05:18pm

    Definitely need to be able to set up recurring birthday campaigns to auto sent text/email on the clients birthday each year.

  • Guest 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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