Once the life event has been created, it's important to know how to add automation to that particular life event, whether an automated message to the client or an automated reminder to the staff. Below are the steps to follow to get those set:
Log in to the dashboard
Click the Setup tab at the top
Click the Clients dropdown on the left-hand side, followed by Life Events
You can then click on the life event to edit it and add the automation.
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.
Adding an Auto Message:
Once you've created your message and dictated the scheduled send, just make sure to hit Save.
Messages will then start to be sent out to your customers based on the parameters you've created!
Adding an Auto reminder:
First, you'll want to name the reminder ("upcoming anniversary", "anniversary in 2 weeks", etc.)
Once you've named it, you can then dictate when you want the associates to get the reminder for it.
(It's nice to add an expiration to the reminder so you can keep your task list clean!)
Lastly, hit Save and your associates will start seeing reminders for upcoming life events.