How do I make sure that I don’t send the same Birthday card and message to a couple in the same household?
HOARD was designed to recognize clients and prospects entered into the system as couples. HOARD makes sure that when one spouse or partner gets one card and one message, the other spouse or partner will be defaulted to the other card and the other message automatically. • 21. How do I see which birthday cards have been sent and when? Birthday messages are executed the third week of the month for birthdays occurring the next month. For example, all June birthdays are executed the third week of May. Birthday cards are executed 10 days prior to the birthday you have entered in Hoard. For example, if your client’s birthday is June 15th, their birthday card is created on or around June 5th. If their birthday is July 5th, the card would be created on or around June 25th. This is so that they receive their birthday card in the days leading up to their birthday For a history of your birthday messages and to see which ones have been completed and which ones are still in progress, go to the tab
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