Anniversaries are a milestone to celebrate, with a loved one, your workplace and even your customers. If a customer had given you a whole year of business it’s a good idea to acknowledge the relationship and reward them for their loyalty.
In TalkBox you can set up an automated communication to send every year on the date a customer first visited you.
Navigate to: Automated > Date triggered
Select ‘Add new”
Create your email and SMS
See an example of an anniversary communication below:
Select all contacts
Field name: Select ‘Creation date’ OR ‘ First visit date’ from the drop-down
Day: ‘The day of’
Time: Specify a time that works for your business
Select: ‘Send every year’