Client Anniversary Automated Email
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Daniel Bellina Jr
Was just told this doesn't meet the threshold for number of responses which is why they haven't implemented it. So if anyone else sees this post and wants it to happen then make sure you make a reply to get their attention
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Daniel Bellina Jr
It's crazy that this has been suggested for almost 2 years and they haven't done ANYTHING to address it.
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Admin Admin
Yes, this suggestion is a "no-brainer" and surprising it's not already included on the platform.
I would suggest that advisors be given the option to send such an email each year, instead of just on the milestone years.
Plus, now that the only solution is to manually send these emails, it is impossible to search FMG contacts to see a list of upcoming wedding anniversaries.
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Megan Burgess
We have previously requested an automated campaign for client anniversaries (1,5,10,15,20,25 year OR a new message yearly). FMG presently has two approved anniversary email templates, but has yet to add an automated campaign. This would be very helpful.
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Lindsay Sims
We would love the client wedding anniversary eCards to be automated, instead of batch sending per month. We believe this will make a much more personalized touch sending automated on the day of their anniversary--or even the week of!
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Stephen Frazer
I believe this has been asked for many times. I know I have asked for it. Their response has been to modify our Marriage Anniversary in our CRM and have it be the client since date. Well that doesn't work well to have to go back thru all the clients and ruins our data in the CRM for their wedding anniversaries when we speak with them.
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Daniel Bellina Jr
Stephen Frazer I want to be able to send out a wedding anniversary AND client anniversary tho
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Hannah Candela
Love this idea, MarketingPro had this automation available, and we got great responses from it.
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Megan Burgess
Hannah Candela As did we.
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Daniel Bellina Jr
Hannah Candela Did you like MP outside of that?