Setting up Life Event Auto Messages for Relationships:
In your web dashboard click the Automation drop down.
Click Life Events.
Click on a Life Event, then click Message.
Choose the recipient of this auto message under Who will receive the message. By default, the recipient will be sent to Client which means the client with the event will receive the message.
You can change the recipient by opening the drop down list and choosing a relationship. For example, suppose Jane's birthday is approaching and the recipient for the Birthday auto message is designated as "Partner". In this scenario, the message will be automatically sent to Jane's partner.
When you select a relationship, a dynamic placeholder appears and can be used when composing your message. For example, choosing the "Partner" placeholder will automatically insert the partner's name into the message.
Create your message, then click Save when done.
Relationship-based Automation enables you to effectively manage and leverage your clients' connections. Utilizing these associations can take your Life Event auto messages to new heights, delivering personalized and meaningful experiences!