Drip Marketing
Be able to periodically space out marketing emails to your clients. Being able to select a hand full of marketing emails to your clients and set specific dates for when the emails are to be sent out.
-Constant communication with clients
-No need to manually send marketing emails
-Ability to send out reminders months in advance
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
This is an excellent suggestion and I would like to add to it. As a CRM, Tailwag should be offering a Drip Marketing program, as suggested above, with added features such as: Templates for automatic replies, notices when e-mails are opened--who opened them, when, and how many times and if the e-mail was forwarded. Were any attachments opened and if so, what time and was the information forwarded...
Tailwag has been created for the financial professional who would benefit greatly from these features that at this time, have to be integrated from another software add-on versus utilizing all of these features from one place. For additional features, see programs such as HubSpot Sales; Yesware, Contact Monkey; MailChimp, etc.