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  1. Date-Based Smartplans

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    in the backlog  ·  42 comments  ·  Command » SmartPlans  ·  Admin →
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    Robert Hoffman commented  · 

    I would like to have a KW smart plan that would send an email to the contact on the Home anniversary date listed in their contact record. Similarly I would like a smart plan that sends an email to contacts on their birthday that is listed in their contact record. It should be an automatic trigger not a task to manually go in and send the emails, texts, etc. I would like this to be reoccuring annually based on the date in the contact record

    Robert Hoffman supported this idea  ·