Overview
BoldTrail can automate email and text message follow-up with your contacts on their birthdays and purchase anniversaries.
With the birthday setting enabled, birthday emails and text messages are automatically sent to contacts on their birthdays. A birthday wish goes a long way in strengthening client relationships and driving engagement with your sphere.
With the Purchase anniversary setting enabled, emails and text messages are sent annually to contacts in celebration of closed deals. An annual 'congrats!' boosts customer delight and helps cement loyalty with your clients.
Please Note: If you have a birthday or anniversary Date-Based Campaign this automatic birthday or anniversary text will not be sent.
To access both the birthday & anniversary settings go to the 'Marketing' tab. Then select 'Birthdays & Anniversaries'.
Birthday messages:
When a status is toggled on, all leads of that status will receive an annual automated birthday message. Customize messages further by clicking “Change Template.” The system defaults to sending a text. If a contact unsubscribes from texts or no phone number is on file, the system will send an email.
Please Note: The birthday field in a lead profile must be filled out in order for a birthday message to fire. You can access the birthday section from the 'Profile Details'.
To automate birthday messages:
On the 'Birthdays' section under 'Contact Types', select the contact statuses you'd like birthday messages to automatically send to (ex: Sphere, Client, etc.)
On the 'Birthdays' section under 'Behaviors', select the templates you'd like to use for the birthday email and text message. You can choose to send the birthday message on, before, or after the birthday date noted in a contact's profile. For example, you can choose to send the birthday message a couple of days before or after the actual birthday date.
Purchase Anniversary messages:
Users can select lead statuses for anniversary messages from the Marketing tab. When a status is toggled on, all leads with this status will receive an annual automated anniversary message. Customize messages further by clicking “Change Template.” The system defaults to sending a text. If a contact unsubscribes from texts or no phone number is on file, the system will send an email.
Please Note: The last closed field in a lead profile (under 'Profile Details') must be filled out in order for an anniversary message to fire.
To automate anniversary messages:
On the 'Anniversary of Purchase' section, select the contact statuses you'd like birthday messages to send to (ex: Sphere, Client, etc.)
On the 'Anniversary of Purchase' section under 'Behaviors', select the templates you'd like to use for the anniversary email and text message. You can choose to send the anniversary message on, before, or after the birthday date noted in a contact's profile
Upon activation, lead profile “last closed” dates will include an icon and tooltip indicative of the annual message. Remove the campaign for individuals by clicking to edit the date.
Please Note: When turned on, the Birthday and Purchase Anniversary messages will trigger both an email and text message.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!