At Follow Up Boss we know how important it is to stay on top of key important dates, so we have created a few different ways to ensure you will never miss sending out that important Birthday or Anniversary message.
How to Never Miss an Anniversary Again
Create an Anniversary Email Automation
Set up an automation for Follow Up Boss to automatically send an email to contacts on the day of their Wedding Anniversary/Birthday or any key anniversary-themed dates.
- Go to Admin > Custom Fields > Add Custom Field
Note: Depending on the anniversary you can change the name of the custom field e.g. Spouse's Birthday, Son's Birthday, Wedding Anniversary, etc).
- Under Custom Fields on a contact's profile page, insert the anniversary date
- Create an anniversary email template by Navigating to Admin > Email Templates > + Email Template
Note: Use Merge Fields for a more personalized touch such as automatically including the name of the recipient.
- Create an action plan which includes the anniversary email template by navigating to Admin > Action Plans > + Action Plan
- Navigate to Admin > Automations > + Add Automation > Select Calendar Date
- Select the Custom Field which you created earlier (in this case "anniversary date") and choose the date you wish for the email to be sent (use is in 0 days to have the email sent on the day of the anniversary).
- Select the Action Plan created that includes the anniversary email template
- Choose if you want this action to reoccur (every year) or make it a one-time occurrence
- Once the automation has been created, click Save > Save & Enable
You have now successfully created an automation that will automatically email contacts when it is their anniversary using the Action Plan / Email Template which you created.
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.
- Create a birthday email template that includes personalization with merge fields.
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 Sharing Library for a home anniversary plan.
- On their closing date, apply the action plan to automatically have emails sent every year.