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Homebuy360 Communiqué: Automatic Birthday/Anniversary Wishes!

Homebuy360 releases “Automatic Birthday/Anniversary wishes” feature, which helps you don’t miss any important occasions of your Prospects, Buyers & Employees.

Quick Summary of the feature:

  • Easy to automate the emails by simple steps
  • Birthday & Anniversary templates/wishes can be defined by yourself & target users can be defined(Buyers/Employees/Prospects)
  • On the day of occasion email/s will be sent automatically

Setup the email template: Go to>Setup>Templates>Add New

  • Provide name of the template, type and select Target user (i.e. Buyer/Employee/Prospect etc.) & Save

Automate the email: Go to>Setup>Automation>Automated Birthday/Anniversary emails>Add New>Select “Event Type” & “User Type” > Select the template from “Email Template”