You are able to add multiple Important Dates to your customers details. This can be useful in creating custom promotions or email marketing campaigns for specific customer cohorts.

When Creating an important date you will have the option of following Date Types:

  • Wedding Anniversary

  • Birthday

  • Work Anniversary

  • Other

When selecting Other it is highly encouraged to add Date Notes to add specific details about the date to help your team fully utilize the information provided.

If you choose any other Date Type, it is still encouraged to add Date Notes to obtain a more holistic understanding of your customer.

Did this answer your question?