How do I automatically send anniversary emails?
Note: The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan.
Cloze can automatically send anniversary reminder emails on your behalf using a Campaign. When the anniversary arrives, Cloze will send an email using a template and your real email.
Recurring anniversary reminders are a great way to keep track of the important dates of your clients.
Anniversary reminders examples include:
- Birthday
- Purchase anniversary
- Sale anniversary
- Lease expiration
- Policy renewal
- Contract renewal
- Wedding anniversary
- Real estate review
- Or any other important date you wish to track
Recurring reminders are displayed on the Agenda, and then you can swipe to take action. Please follow these instructions to add an anniversary custom field.
How to send anniversary emails automatically
A Cloze Campaign automation can send these reminder emails out for you automatically. Below are step-by-step instructions on how to enable an anniversary Campaign automation.
1.) Tap on the Library icon (it looks like a stack of paper) on the left side menu.
If you don't see the Library icon:
On your computer:
- Tap on More in the lower left on your computer (cloze.com).
- Select Template Library.
2.) In the search box, type in the name of your custom field to find the template.
You can also scroll down to Assists and Automations and expand the Custom Fields section.
3.) Select the template you wish to automate. In this example, we are selecting the "Purchase Anniversary" template.
4.) Tap on the Campaigns icon to automate sending.
Select one of two options:
- Automate As-Is: Automate sending the existing template
- Edit and Automate: Edit the template before automating it
Make any changes to your template and then tap on Save.
- Only edit the subject and body text.
- The greeting and signature are added automatically.
- Tap on Save.
Cloze will now automatically send emails to contacts on their purchase anniversary date.
- This icon is the Campaign icon, indicating this is automated.
- This is a preview of email template that is being sent.
- Tap on Edit if you need to edit your Purchase Anniversary Campaign.
