Birthday emails to clients and agents
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Lindsay G - ISN Product
Merged in a post:
Enable Automating Birthday Emails to Real Estate Agents
AZ
Enable the ability at a company level to send out Happy Birthday email templates automatically to Real Estate Agents in the database.
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Lindsay G - ISN Product
open
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kathorstman
Lindsay G - ISN Product is this something that could be in the works?
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Lindsay G - ISN Product
kathorstman: We haven't found a place for it on our roadmap yet but we know it's of interest to some customers. There are more fundamental improvements to our features that we're looking to tackle first.
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Lindsay G - ISN Product
Merged in a post:
Automate birthday text message
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Sarah Butkus
Abitlity to automate a happy birthday text to the birthdays in our database.
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Lindsay G - ISN Product
Merged in a post:
Add Birthday to RED
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mleggett
Collecting Realtor Birthdays is never a priority but it would be helpful if our favorite agents, the ones we send the RED to, could enter their brithdays in the "Update My Info" section.
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Lindsay G - ISN Product
Merged in a post:
Send Realtors birthday card on their birthday
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barry.malesh
If we enter a realtor's birthday it would be great to be able to set up an email event that will send them a birthday automatically on their birthday. Would add great value and be a great touch point with them for no effort. Would bring us top of mind with that realtor for booking his next home inspection.
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Lindsay G - ISN Product
Merged in a post:
Add a link on agents name when displayed for birthdays
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Christina
The agents that have abirthday today show at the top of the screen. Having a link that we can click on their name to brig up to their agent page would be nice instead of having to look up each agent in order to send them a message fir their birthday.
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Lindsay G - ISN Product
Merged in a post:
Agent Birthdays
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Katie
I chatted with a representative earlier regarding the possibility of ISN being able to automatically send out a birthday email template to agents when it is their birthday. I know automated emails are through orders normally in ISN, but would ISN be able to consider adding this feature to their system? We would create an email template that would auto-populate the celebrator’s name, and it would get sent to each respective agent on their birthday each day. Though it would be ideal for this to happen automatically, we would also be open to going in each day and simply pushing those emails out as well.
Please let me know your thoughts at your earliest convenience. We believe this added feature would be a great customer service bonus to our agents.
Thanks!
Janaya Fix - Product Management
Merged in a post:
A way to automate our birthday emails!
Cearley
I have entered a lot of agent/client birthdays into the system and it would be nice if we could set up an automated email to go out every year on their birthday per the birthday email template we have set up.
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kathorstman
I just posted this again not knowing you already did, YES this needs to happen
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Will - Certainty Home Inspections
Can we have an email trigger so that the birthday email template will be sent automatically.
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KellyeG
Came here to say the same!
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