Celebrate Your Contacts

Setting Up Global Triggers

Setting up your triggers is now more simplified. The new Triggers Tab on the Account Settings page allows you to assign birthdays, weddings, and home anniversaries for all of your Rechat contacts at once.

You also have the option to customize the email template, subject, and delivery day. When enabled, the automated email will be sent to all applicable contacts on the occasion's date.

Moreover, when setting a touch date in the contact profile, if you haven't been using triggers yet, a banner will show at the top of the box.

Clicking on the banner will take you to the Triggers tab to activate this feature.