How to add "dates to remember"?

Nowadays, the way of doing business is constantly changing due to the integration of new technologies that facilitate the customer-company relationship, causing the competition to become worse and worse.

How to build a lasting relationship with your customer? There are several activities that you can carry out to achieve it, we suggest you start with something simple but very significant for the customers such as remembering special dates.

“Customers like to feel known and recognized by the company."  

How to build a lasting relationship with your customer? There are several activities that you can carry out to achieve this, we suggest you start with something simple but very meaningful to customers such as remembering birthdays, anniversaries of the company or any other important date.

In Upnify use the "Dates to Remember '' tool where you can schedule reminders and automatic mailings to surprise your customers on their birthday. You can start with their company anniversary and birthdays or you can set up as many as you need.

1 ) Just click on your customer's name and open his file.

2 ) In the Dates to Remember section click on Add Date and

3 ) Now, just describe the occasion, the repetition period and choose an action (this can be an email template or a reminder), and schedule the sending of the reminders you want for that customer.

Remember that it is always nice to receive congratulations on an important day.