As a real estate professional, remembering events important to your contacts is crucial to maintaining your relationships. That is why Propertybase developed the "Recurring Emails" feature. This allows users to create and send automated emails for significant events like birthdays, anniversaries and more. These emails can be setup for a select number of contacts, or for all contacts in your Propertybase account. The video below will walk through this feature in detail, as well as necessary configuration steps to take advantage of this powerful tool.
Note: The video below describes how to create a recurring email for a single contact. If you would like to set up recurring emails for all Contacts in your Propertybase account, please watch the video below titled "Using Process Builder with Recurring Emails".
Using Process Builder with Recurring Emails
Note: Before you can start to use Recurring Emails, make sure to activate the Propertybase Mailservice. Click here to find out how.