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”