What Are Life Events?
Life Events allow you to set up automated messages or reminders to be triggered on or near a special date like anniversaries, birthdays, and more. And here's the best part - these occasions are great marketing opportunities that can help you spark customer purchases.
By setting up Life Events, you'll be able to give your clients some thoughtful gift ideas while also creating the perfect opportunity to close a sale. So why not take advantage of these special dates and make them work for you and your customers?
With the ability to automate messages and reminders, you'll save time and effort while still keeping your clients engaged and happy.
How to Add Automation to Life Events
By default, Clientbook offers Birthday and Anniversary Life Events. Birthday and Anniversary dates can be added to client profiles in Life Event section or are automatically transferred to Clientbook from your point of sale if you are integrated.
To create new Life Events, follow the steps below.
Locate the Life Events page by clicking on the setup tab located at the top of your Dashboard. Click on Life Events under the clients dropdown.
Clientbook's system automatically generates default Birthday and Anniversary Life Events. Click on either Birthday or Anniversary.
Add an Auto Message or Auto Reminder to be triggered on this life event. To do so, click on either Message or Reminder on the bottom right side of the page.
Create a message or reminder. You can choose if you want your message, or reminder, to be generated on or before the life event date. We recommend triggering automation at least a few days before to allow your client to get the message in advance and have time to think about the products or offers you are marketing.
Click on Save.
Now, add dates to your client profiles! Click on the Manage tab and click on Clients.
Search for your client. Click on the client's name.
Click on the pencil icon located on the far right side of the screen.
Scroll down to the section titled Life Events. Your Life Event should be listed there. Click on the text box and select the date of the event.