Calendar and Contact Date-Based SmartPlans
Over the years I have customized my 36 touch campaign. Included in my campaign are events and touches that occur the same time each year. For instance, I send out calendars each November and send holiday cards each December. I would love to create a Smartplan with my current campaign however not being able to choose dates on the calendar makes this difficult. I still haven't figured out the work around.
LABS Team
shared this idea
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LABS Team
commented
Would be awesome if smartplans delays could launch based on days of the week or specific days of the year.
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LABS Team
commented
A smartplan triggered by the birthday date that
6 days before birthday creates task to send gift or card
on birthday has task to call post on social media
a second version could add an html birthday email on their birthday along with the two other tasks.
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LABS Team
commented
It would be nice to have a smart plan that hit all of the major holidays throughout the year and that repeat annually
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LABS Team
commented
We have a smart plan that is sent every Wednesday to certain clients. It would be useful to be able to select the option of setting a delay to a certain day of the week.
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LABS Team
commented
I would love to have a Wedding Anniversary tab and smart plan. It will be great automated reminder as the Birthday smart plan.
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LABS Team
commented
Unfortunately the birthday reminders and the home purchase anniversary deactivate as soon as the smart plan is closed. Would be AWESOME to input the smart plans once then it is set automatically every year without going again to the contact and setting up the smart plan again. We have Twilio and the Birthday smart plans have set a text that will go automatically so if we miss it at least the text is sent the same day. This would apply to any anniversary we want to remember from any of our contacts. Weddings, Dog's birthday etc, etc.
In my contacts in Gmail, I input a birthday once, syncs automatically with my calendar for every single year without doing anything else and I get a reminder
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LABS Team
commented
People always ask, "who is this" after receiving a Birthday Wish text from me because the Twilio number is not the phone number they are familiar with.
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LABS Team
commented
It would be helpful to be able to set the time for texts or emails to be sent out in SmartPlans, so people could receive an email on the day or so before an event and then get a text reminder the day of the event and know they would receive it an hour or so before the event.