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Stacey Snow

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  1. cc

    14 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Stacey Snow shared this idea  · 

  2. Add Delegate Access for Broadcast Emails

    17 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Stacey Snow supported this idea  · 

  3. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

    41 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Stacey Snow commented  · 

    Yes, it would be useful to create an automation that will send out an email to active clients on their birthday - perhaps some kind of delayed delivery inside of the Broadcast email system? Right now, you have a lovely template available for birthdays, but no way to control the timing.

    Stacey Snow supported this idea  · 

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