Anniversary SMS

CREATED: MAY 11, 2016  |  LAST UPDATED: MAY 11, 2016  |   BOOKMARK  |   COPY URL


Anniversaries are a useful way to set system reminders for events such as new product renewals, appointment reminders and birthday offers, or any task associated with a specific date or time. Reminders can trigger an SMS or Email and can be customised for a more targeted approach. Read on to find out how to provide exceptional customer experience with automations.

There are 3 options to create an SMS anniversary

  • Anniversary: Use this tab to schedule anniversary emails in a daily, weekly and monthly increments
  • Specific date: You can select a specific date.
  • Custom: Rather than triggering by date or time you can set custom criteria for the SMS to trigger when a certain event or action happens. E.g.: Once a customer spends over $500 they receive an SMS with a special offer code or whatever you chose based on that condition.

How to create an SMS Anniversary:

  1. Click Automations in the top menu
  2. Select SMS in the left menu
  3. Select Anniversary in the left menu
  4. Click the green ‘Create Anniversary SMS’ button top left
  5. Complete all details on the Anniversary tab

  6. Click the blue Save button

How to create a custom anniversary:

  1. Click Automations in the top menu
  2. Select SMS in the left menu
  3. Select Anniversary in the left menu
  4. Click the green ‘Create Anniversary SMS’ button top left
  5. Complete all details on the Custom tab

  6. You can add multiple conditions and condition groups under Custom Criteria section.
  7. Click the blue Save button.