The Contacts section within your account is what powers who receives your eCards. If sending a birthday card, or client anniversary card, you'll need to add client birthdays/anniversaries within the Contact record of your Contacts Dashboard.
The three different fields for special dates are; Birthday, Anniversary, Client Since
You can add these special dates at three separate times;
1. During the initial upload
- Begin by heading to your Contacts dashboard
- Click the blue Import Contacts button to the left side of the dashboard
- From your computer, open your .CSV or Excel contact list file. (How to Get Contacts into an Excel/.CSV File)
- Select all columns with the First Name, Last Name, and Email Address, Special Dates (YYYY-MM-DD) right-click and copy
- Return to AdvisorStream and paste within the large rectangle. AdvisorStream will reformat all contacts
- Click the Proceed button
- Assign a meaning for each column (i.e. first name, last name, email)
- Create a new list or select an existing list to place contacts in
- Click the Import Contacts button to finish the import
2. Bulk import the information
- Begin by heading to your Contacts dashboard
- Click on the blue arrow next to the contact list you wish to update
- Select export to CSV.
- Open up the download which contains the names and emails
- Add additional columns for Birthday, Client Since, Anniversary
- Copy all columns
- Back in AdvisorStream, Click the blue Import Contacts button to the left side of the dashboard.
- Click the Proceed button
- Assign a meaning for each column (i.e. first name, last name, email, Birthday, Client Since, Anniversary)
- Select the existing list to place contacts in
- Click the Import Contacts button to finish the import
3. Add to a single recipient profile
- Begin by heading to your Contacts dashboard
- Filter the contacts to find the recipient you wish to edit
- Click on their name to expand their contact information
- Enter the applicable dates (YYYY-MM-DD)
- Click Save to capture the information
*The AdvisorStream eCard tool is available at an additional cost.
Comments
0 comments