Activate the Automated Anniversary Message

Step 1: Create the Home Anniversary Message Action Plan

1. Go to the MyLeads tab in your Command Center.
2. Click on Action Plans Manager.
3. Navigate to the Action Plan Library, search for ""Anniversary"" and click on Use this Template.
4. Review and edit the email message as needed. Once you are satisfied, click on the green ""Use this Template"" button.
5. Give the plan a name or leave it as is, then click on the Copy to My Action Plans green button.
6. You will receive a ""Success"" notification confirming the plan has been created.

Step 2: Activate the Anniversary Message Action Plan

1. From the MyLeads menu, select Action Plans Settings.
2. Locate the Anniversary Action Plan dropdown and select the Anniversary action plan you created in Step 1.
3. Click the Save button.

Step 3: Set Anniversary Date

1. On the contact/lead detail page, click on the Add button and select Anniversary from the menu.
2. Select the anniversary date and click on the Done button to save.
3. Repeat for other contacts/leads.

From now on, any client with a date set in their "" Anniversary"" date field will automatically receive the anniversary message.  This also applies to contacts/leads that already have this date entered.

IMPORTANT:
Do not manually assign the Anniversary action plan to the contact/lead, as this will send the plan immediately. The system will assign the plan based on the date entered in Step 3.

• Related Articles

• Activate the Automated Happy Birthday Message

  Step 1: Create the Birthday Message Action Plan Go to the MyLeads tab in your Command Center. Click on Action Plans Manager. Navigate to the Action Plan Library, search for ""Birthday,"" and click on Use this Template. Review and edit the email ...

• Conversation Sequence - Setup a Plan (manual)

  Prerequisites: Conversation Sequence - About Click on and select Action Plans Manager. Click on +Action Plan. Enter desired Plan Name and click Create Action Plan. To assign your first standalone action click on the green + button (in the top left of ...

• Conversation Sequence - About

  Autonomous Conversation Sequences do the work to open dialogue and nudge leads to contact YOU. They automatically increase the number of contacts with leads without you having to do the work. Pre-program your customized sequences with any number and ...

• [START HERE] - Introduction to the Engage Conversation Engine

  The Power of Personal Conversations Please take five minutes to read this article. A clear understanding of the Conversation Mindset will help you reach the highest levels of success with the EngageCE system. The Problem - Getting Leads to Respond ...

• Create an Email Template

  Prerequisites: Setup Your Engage Phone Number Hover on Engage CRM and click Email Templates within the dropdown. Click + Email Template (in the top right). Enter desired Template Name.This is an internal name and will not be visible to leads. Enter ...