How can I store my contact's birthday, anniversary dates, etc?

By adding a contact's birthdate, anniversary date, or other special dates into the system you can strengthen the relationship with that contact by scheduling an e-card to automatically go out to them for each special occasion.

To edit a contact's special dates, follow the steps below:

  • Click on the Contacts tab in the top navigation menu.
  • Quickly locate the contact of your choice by entering their first name, last name, email address, or any other details into the blue search bar on the right.
  • Hover over the yellow Actions button for the desired contact and select View/Edit Important Dates
  • Here you can add common important dates like birthday, purchase date, anniversary, etc. You can also enter 3 additional custom dates as well (you can change the name of the custom important dates too).
  • Click Save or Finish when you have completed your changes.
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