Using a campaign Event trigger, you can send an email to your contacts based on a special event, like a birthday, anniversary or property settlement date. * 

This can be sent on the occasion and anniversary of an event, or at a specified time before or after an event.

Send an email to a contact on the occasion and anniversary of an event

Start by navigating to the Campaigns menu. From here:

• Select Create Campaign
• Give your campaign an appropriate name, then select Continue

Once you are in the campaign builder:

• If you are an Admin, first choose the Users you would like to send on behalf of.
• Within the Choose recipients module, click the Send to ALL contacts toggle to ON.
• Then select Add a new module *

* Adding new modules, and the Event module are not available to all ActivePipe users. Contact the ActivePipe support team to discuss enabling this in your account.

• Under Triggers, choose Event (1)

• Within the Event module, use the Select Event dropdown to choose the event you want to trigger from (e.g: Birthday). Custom Fields recorded as dates will be included here.
• To send the email on the day of the event, simply choose the time you would like the email to go out, using the Hour, Minute and AM/PM selectors. *
• To send the email on the day of the event, and repeat annually thereafter, tick the Repeat annually box.

* You can also schedule the campaign to send at a specified time before or after an event.

• Complete your campaign:
  
  • Select Add a new module.
  • Choose the Actions: Send Email module.
  • Select or create your email.
• Click Save & Activate to set your campaign live.