The Transaction Anniversary is an automation trigger in AccountableCRM that activates when a client’s loan status is “Funded” and the Funded Date matches same month and day as today’s date from the previous year(s). - just like celebrating a contact’s birthday or anniversary.
This feature helps you automatically reach out to past clients each year on the anniversary of their home loan purchase or refinance - keeping your relationships strong and top of mind.
Steps to Set Up Transaction Anniversary Automation:
In the top navigation bar, select Marketing.
Under Marketing, select Automation.
In the Automation section, click the New Automation button.
In the popup, enter an Automation Name and select a Folder. Once done, click Save.
In the automation setup, click the Add Trigger button.
From the trigger list, select Transaction Anniversary, then click Save.
Click the plus (+) icon to add an action.
In the automation actions, choose Send Email to Contact. And in the popup, select a Title and an Email Template, then click Add.
Note: By default, the Send Email action will be executed for the Borrower contact associated with the transaction.
Toggle the status from Inactive to Active.
Click Save Automation to save your setup.
The automation will be run based on the following condition:
Transaction Loan Status = Funded, and the Funded Date matches the same month and day as today’s date from the previous year(s).
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support