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

* Date type custom fields are required to use this trigger.

These can be sent:

• On the occasion and anniversary of an event;
• Or at a specified time before or after an event.

Send on the occasion and anniversary of a contact 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 Contact Event Date trigger are not available to all ActivePipe users. Contact the ActivePipe support team to discuss enabling this in your account.

• Select Contact Event Date (1)

• Within the Contact Event Date module, use the Select Event dropdown to choose the contact event you want to trigger by (e.g: Birthday). Any date type custom fields you have in your account will be included here.*
  

  * If you don't have any date type contact events in your account you will not be able to use this trigger.

• Choose the time of day that you would like this email to send, using the Hour, Minute and AM/PM selectors.
• To send the email on the recorded event date, leave the On/Before/After event selector as On.*
• If you would only like to send this email once, leave the schedule selection as Send Once.

• Alternatively, to send the email on the date of the event, and repeat annually thereafter, choose Send and repeat annually. 

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