Anniversaries are a useful way to set system reminders for events such as new product renewals, appointment reminders and birthday offers, or any task associated with a specific date or time. Reminders can trigger an SMS or Email and can be customised for a more targeted approach. Read on to find out how to provide exceptional customer experience with automations.
There are 3 options to create an SMS anniversary
- Anniversary: Use this tab to schedule anniversary SMS in a daily, weekly and monthly increments
- Specific date: You can select a specific date.
- Custom: Rather than triggering by date or time you can set custom criteria for the SMS to trigger when a certain event or action happens. E.g.: Once a customer spends over $500 they receive an SMS with a special offer code or whatever you chose based on that condition.
How to create an SMS Anniversary:
- Click Automations in the top menu
- Select SMS in the left menu
- Select Anniversary in the left menu
- Click the green ‘Create Anniversary SMS’ button top left
- Complete all details on the Anniversary tab
Click the blue Save button
How to create a custom anniversary:
- Click Automations in the top menu
- Select SMS in the left menu
- Select Anniversary in the left menu
- Click the green ‘Create Anniversary SMS’ button top left
- Complete all details on the Custom tab
- You can add multiple conditions and condition groups under the Custom Criteria section.
- Click the blue Save button.
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