Event greetings like birthday wishes or New Year messages can be automated using specific flow steps to make your customer interactions more personal.
Steps to Add Event Greeting in an Automation Flow #
1. Use the ‘Wait For Amount of Time’ Step #
- Find ‘Wait For Amount of Time’ in the Logic Section.
- This step can be used for various scenarios like sending a New Year greeting SMS/email, birthday wishes, or scheduled meeting reminders.
2. Save & Send SMS/Email #
- After setting up the wait time, you can add a ‘Send SMS’ or ‘Send Email’ step to send the greeting to the customer at the specific time (e.g., New Year wishes).
3. Assign the Flow to the Contact #
- After creating the flow, manually assign the contacts to the flow since there isn’t a specific trigger for events like holiday greetings at this time.
