Recurring Events
Set reminders fo events like Birthdays, Anniversaries, and more.
Last updated
Set reminders fo events like Birthdays, Anniversaries, and more.
Last updated
Using the Recurring Events module, you can set reminders based on different repeat frequencies for events like Work Anniversary, Marriage Anniversary, Birthday, and Kid's Birthday.
Go to the left sidebar and select Recurring Events.
Click Create Event to access recurring events options.
This will open the Create Event modal with the following options,
Once selected the contact; click on the Event Type field and select an event.
After this, select a channel and frequency in the Gateway and Repeat Frequency field.
There are a total of 7 frequencies:
Once
Daily
Weekly
Monthly
Quarterly
Half Yearly
and Yearly.
Select the frequency based on how you want to run the event.
Then, set Schedule Time; add a Message and Expiry Date.
If you like to add a file to the event, click Choose File. Then, select upload a file.
Once done with all, click Save.
First, define the name of the event in the Event Name field. Then, click on the Contacts Icon button to select a contact for whom setting the event.
Your created event will appear in the Recurring Events library like the above. To edit an event, click thePen Icon button. And to delete an event, click theTrash Icon button.