Important Dates & Marketing Calendar

Leverage customer important dates for timely, personalized marketing.

The Marketing Calendar Concept

Customer Important Dates (birthdays, anniversaries, etc.) form the basis of a personal marketing calendar. Instead of generic mass campaigns, use these dates for targeted, high-conversion outreach.

Integration with Campaigns

Target by Upcoming Dates

Create campaigns targeting customers with upcoming dates:

1. Go to Marketing > Campaigns
2. Create a new campaign
3. In target criteria, filter customers by:
   • Upcoming birthdays (next 30 days)
   • Upcoming anniversaries
   • Custom important dates

Automated Workflows

Combine Important Dates with reminders:

1. Important Date approaching → Reminder created automatically
2. Staff reviews reminder → Decides on personalized action
3. Send targeted campaign or personal outreach

Dashboard Widget

The Customer Important Dates Widget shows:

• Dates coming up in the next 7-30 days
• Customer name and relationship
• Quick actions to create campaigns or reminders

Seasonal Marketing Calendar

Combine personal dates with industry events:

Best Practices

1. Start early — Send birthday/anniversary campaigns 2-3 weeks before the date
2. Offer value — Birthday discounts, anniversary specials
3. Be genuine — Personal notes outperform generic templates
4. Track conversion — Measure which date-based campaigns drive sales
5. Update dates — Encourage customers to share important dates