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Can I schedule Anniversary eCards from contacts imported from a CSV file?

Yes. Make sure you have included each contact's anniversary or start date in your .csv file and then go to your CorpNote address book and follow the onscreen instructions for importing your contacts.

The easiest way to schedule your eCards to be sent automatically year-after-year on your contact's anniversary date is to use our email automation feature as follows...

Once you have imported your contacts, click on the "Email Lists" tab and create an email list for each anniversary email campaign you want to run. For example, if you want to send one anniversary email campaign to employees and another to customers, you can create email lists called "Employee Anniversaries" and "Customer Anniversaries." There is no limit to the number of email lists you can create and you can use either the anniversary date or the start date that you have imported with each contact.

Once you have created your email lists and anniversary email templates that will go to your contacts on their anniversary, you can then use our email automation feature to send your anniversary eCards.

menu_book Related Tutorial: Email Automation

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