Triggers

With Triggers, your contacts will automatically receive an email on their birthdays and anniversaries, keeping you top of mind without risk of missing an important date.

To set up Triggers, from the Today page find and select your name in the lower left corner. Select My Settings then find and select Triggers. Find and select the touchpoint you wish to automate. You can customize the Subject line, adjust the delivery day, and even customize your template!

When finished customizing your template, select Save in the upper right corner. To save your work and give Rechat permission to send emails, select Save. You can always toggle these on and off at your discretion.

Don’t want a contact to receive an email? Easy! Simply opt them out right from their contact record.