Ability to trigger emails based on date or contact status | Voters

Ability to trigger emails based on date or contact status

under review

Andrew Dietz

Requesting an automated campaign feature for new contacts so that when someone joins the contact list, they automatically begin the sequence of emails for new contacts.

Created by Braydon Peterson

February 9, 2023

Ali Baldari

Merged in a post:

Set & Forget Email Cards

Shawn Russell

Can we get Automated ecards without having to enter them every year! Thanks!

October 20, 2023

Ali Baldari

Merged in a post:

Add a recurrent auto email - anniversay

Annalea Gray

we enter in client anniversary dates under contact info but its unrealistic to think the advisor is going to look up the anniversary very day. So please add this as an option such as the bday emails you have currently so we can wish the client a happy anniversary of being a client.

September 11, 2023

Ali Baldari

Merged in a post:

Enabling an anniversary email campaign

Donna Rose Casibua

Clint Potts suggested enabling an anniversary email campaign. OR allow an email he has compliance approved to be made into a preset campaign for the year. He just individually had to set up over 20 announcements and planned to get that information going forward on his clients; so he really doesn't want to have to set up over 100 of these notifications a year.

May 18, 2023

Ali Baldari

Merged in a post:

CRM Triggered Emails

Lucas Jans, VP of Product

As a user, I want to trigger an email automatically when someone is added to a CRM Group (or tag), so that I can automate simple communication from my CRM (like Redtail, Wealthbox or Salesforce.)

May 16, 2023

Ali Baldari

Merged in a post:

Automated Anniversary Emails

Amirah Mahmood

Shawn Agan - 311009
Two of the data points we gather for every client are their:
-Wedding Anniversary 
-client anniversary date
Would be great to have annual automated emails for each (like the bday emails).

May 16, 2023

Ali Baldari

Merged in a post:

Customizable Automations

Hannah Candela

I would love to see a way to customize an automation. For instance Client Anniversary Start Date, Wedding Anniversary, etc.. are fields in our CRM and if we could set up an automation to send a message when that date comes up that would be great.

May 16, 2023

Ali Baldari

marked this post as

under review

Stephen Frazer

I use Wealthbox and the Birthday and Client Wedding Anniversary are mapped over to FMG. However Wealthbox also has a "Client Since" date that I would like to map over so I can automate Client Anniversary Email 2 which would be marking a new year with me as their advisor. Please add that additional date of mapping over to FMG.

Jason Karr

This was a feature taken away when FMG bought out Marketing Pro... please bring it back!

John O'Bannon

LOVE this idea.

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