Want to remind someone to get a new deal after 1 year?
Maybe you just want to congratulate them on their great decision at some point in the future.
Or maybe it's a follow up survey you want to send out?
The Anniversary Responders allow you to schedule responders to be sent on these anniversaries and the possibilities are limitless.
To create a new anniversary responders please click on the button and follow the steps displayed below.
Options
Responder | Select the message you wish to send (advisable to be a specific one for the anniversary responder) |
Date Field | Specify which field in the lead data contains your anniversary date - The available date fields will be visible on the drop down menu |
Date offset | If you want to send the responder 5 days after the date you would enter |
Send time | Select a send time |
Recurring | Select if you want this to be sent every year for this anniversary. |