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Keep the client, step 5

I want to stay in touch without writing every email

bips helps by: Renewal, birthday and holiday emails that send themselves.

Automated emails, part of the CRM

Turn on renewal, birthday and holiday emails (New Year, Canada Day, Thanksgiving, Christmas). Edit the templates, add GIFs and set the send time.

What you do

  • Open Outreach
  • Go to Automations and switch on the emails you want
  • Edit the template and send time

In the app: CRM, Outreach, Automations

Related

Back to Keep the client

Use Automated emails on your own clients

No card needed.