Exciting news! Privyr can now automatically follow up with your leads on specific dates and occasions that matter to them. 🎉
You can trigger a WhatsApp Sequence based on any custom date field — including a lead’s birthday, contract renewal date, anniversary, and more.
You’ll always follow up at exactly the right time, without having to remember to do it yourself.
Perfectly-timed follow-ups for every important event
🎂 Birthdays & anniversaries: Celebrate your lead’s milestones, send them special offers, and trigger the next steps to keep the conversation going
🏡 Lease renewals: Managing rental properties or any type of recurring contracts? Start renewal conversations weeks or months before the lease ends
📅 Appointment reminders: Remind clients ahead of time and help them prepare
Works with both automated & manual sequences
You can decide what happens when an important date arrives.
With an Automated WhatsApp Sequence, Privyr can help you:
- Send a single WhatsApp message for greetings, special offers, or important updates.
- Send a series of messages over multiple days, weeks, or months to nurture the relationship and move the conversation forward.
You can also automatically trigger a manual sequence based on specific date fields. This works if you prefer to call your clients about special events like lease renewals.
You’ll receive reminders to follow up by phone call, SMS, or however you prefer — at exactly the right time.
How to set it up
On the Privyr mobile or web app:
- Go to your Content tab > Sequences
- Create a new sequence, either automated or manual
- Add steps to your sequence
- Click ‘Add Automated Triggers’ > ‘Client Date Field Triggers’
- Click ‘Create Custom Date Field’ to create a new date field, such as Birthday, Anniversary, Viewing Date, Lease Renewal Date, Policy Expiry Date, and more
- In the Date Field setup, choose when the sequence should start –- on the date itself or a few days before — and whether it should repeat every year.
- Once everything is ready, activate your sequence!
Simply update the custom date field for every lead, and Privyr will automatically follow up as the date approaches.
