Never Miss a Birthday or Anniversary

Written by Erik Wantland

Last published at: December 9th, 2020

Recurring Dates Stand Out

Get a good overview of upcoming milestones. We mark recurring dates on your calendar in purple:


Say Happy Birthday, Every Year

  • Create a smart list that tracks birthdays coming up within the next month. (Here's how.)
  • Create a birthday email template that includes personalization via merge fields like name.

Always Remember Their Closing Anniversary

  • Extend our "Post Closing Plan" to add an email that gets sent every 365 days, or browse our action plan library for a home anniversary plan.
  • On their closing date, apply the action plan to automatically have emails sent every year.

Next: Re-Engage Leads & Build Lasting Relationships with Past Clients