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Feature Requests

API Integrations Feature Requests

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11

Email Campaign for Birthdays

  • Live
C
 Crystal Franklin

Is there a way that there could a custom date field could trigger a email campaign. This would be for when we would like to send out birthday email and texts and maybe anniversary email and texts

  • 04-07-2022 -
A

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D

Darryl

New Template folder for Greeting Cards for all occasions. Ideally I like to see this feature built directly into the CRM so when a new client is onboarded we could simply click a button to add them to the Birthday, Christmas ++ event automatically. Having event templates would all the user to adjust annually or per occasion.

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Mike

Status changed to: Live