Automating greeting cards

Automating greeting cards.

There are two options for sending cards on a specific date.

If you are going to be sending the same card out to different people on different dates (ex: birthday cards) you will want to use the Campaign feature. This will allow you to design a card and have the delivery date be a variable date (ex: your contacts’ birthdates) pulled from the contact profile.

For cards that go out one time only (ex: Christmas cards), you can use the "Send a Message" feature. Here you will be able to send a card on any specific date at least 14 days in the future.