In Rechat when you input the Birthday or Anniversary for a contact you can also select an eCard to be automatically sent to them for that event, every year, unless you go make an edit.
Go to a Contact's Profile where all of their details are saved
On the left hand column you can scroll to find all celebration dates for birthdays and anniversaries
Click on one to add the date
You can also select an eCard or press Change on top right to change it
Birthdays and anniversaries are some of the most personal and important touches to have with your sphere, especially with your past and current clients. It's an easy win.
On a contact profile you can track:
Contact's Spouse's Birthday
Contact's Child's Birthday
Contact's Home Anniversary
Contact's Wedding Anniversary
Contact's Work Anniversary
Rechat makes it simple to send beautiful email celebration cards for your clients, automatically. On the contact profile you are able to save the touch dates, for which you may also select a card with a personal note to be saved, so when the special day comes, your card will be automatically sent to them - forever!
Set it and forget it. You only have to come and update this if you want to change the card or message you are sending, otherwise you are set and your contacts will get the special message from you without you ever having to break a sweat. There is no good excuse for missing another key celebration.
Rechat will automatically display birthday and anniversary reminders on the Daily and your Calendar. Each birthday reminder includes an email template that you can use to wish the person a happy birthday.