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

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.

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.

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.)

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).

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.