{"id":12392,"date":"2026-07-10T04:22:42","date_gmt":"2026-07-10T04:22:42","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=12392"},"modified":"2026-07-10T04:22:43","modified_gmt":"2026-07-10T04:22:43","slug":"automate-follow-ups-for-important-dates","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/automate-follow-ups-for-important-dates\/","title":{"rendered":"New: Automate follow-ups for important dates"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"564\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/automate-follow-ups-for-important-dates-1024x564.png\" alt=\"\" class=\"wp-image-12399\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/automate-follow-ups-for-important-dates-1024x564.png 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/automate-follow-ups-for-important-dates-300x165.png 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/automate-follow-ups-for-important-dates.png 1338w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/automate-follow-ups-for-important-dates-300x165@2x.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Exciting news! Privyr can now automatically follow up with your leads on specific dates and occasions that matter to them. \ud83c\udf89<\/p>\n\n\n\n<p>You can <strong>trigger a WhatsApp Sequence based on any custom date field <\/strong>\u2014 including a lead\u2019s birthday, contract renewal date, anniversary, and more.<\/p>\n\n\n\n<p>You\u2019ll always follow up at exactly the right time, without having to remember to do it yourself.<\/p>\n\n\n\n<h2><strong>Perfectly-timed follow-ups for every important event<\/strong><\/h2>\n\n\n\n<p>\ud83c\udf82 <strong>Birthdays &amp; anniversaries:<\/strong> Celebrate your lead\u2019s milestones, send them special offers, and trigger the next steps to keep the conversation going<\/p>\n\n\n\n<p>\ud83c\udfe1 <strong>Lease renewals:<\/strong> Managing rental properties or any type of recurring contracts? Start renewal conversations weeks or months before the lease ends<\/p>\n\n\n\n<p>\ud83d\udcc5 <strong>Appointment reminders:<\/strong> Remind clients ahead of time and help them prepare<\/p>\n\n\n\n<h2><strong>Works with both automated &amp; manual sequences<\/strong><\/h2>\n\n\n\n<p>You can decide what happens when an important date arrives.<\/p>\n\n\n\n<p>With an Automated WhatsApp Sequence, Privyr can help you:<\/p>\n\n\n\n<ul>\n<li><strong>Send a single WhatsApp message<\/strong> for greetings, special offers, or important updates.&nbsp;<\/li>\n\n\n\n<li><strong>Send a series of messages over multiple days, weeks, or months<\/strong> to nurture the relationship and move the conversation forward.<\/li>\n<\/ul>\n\n\n\n<p>You can also automatically trigger a <strong>manual sequence<\/strong> based on specific date fields. This works if you prefer to call your clients about special events like lease renewals.<\/p>\n\n\n\n<p>You\u2019ll receive reminders to follow up by phone call, SMS, or however you prefer \u2014 at exactly the right time.<\/p>\n\n\n\n<h2><strong>How to set it up<\/strong><\/h2>\n\n\n\n<p>On the Privyr mobile or web app:<\/p>\n\n\n\n<ol>\n<li>Go to your <strong>Content<\/strong> tab &gt; <strong>Sequences<\/strong><\/li>\n\n\n\n<li>Create a new sequence, either automated or manual<\/li>\n\n\n\n<li>Add steps to your sequence<\/li>\n\n\n\n<li>Click \u2018<strong>Add Automated Triggers<\/strong>\u2019 &gt; \u2018<strong>Client Date Field Triggers<\/strong>\u2019<\/li>\n\n\n\n<li>Click \u2018<strong>Create Custom Date Field<\/strong>\u2019 to create a new date field, such as Birthday, Anniversary, Viewing Date, Lease Renewal Date, Policy Expiry Date, and more<\/li>\n\n\n\n<li>In the Date Field setup, choose when the sequence should start \u2013- <strong>on the date itself or a few days before<\/strong> \u2014 and whether it should repeat every year.<\/li>\n\n\n\n<li>Once everything is ready, activate your sequence!<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"1024\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/Auto-\u2018Add-to-Sequence-on-Date-Field-setting-1024x1024.jpg\" alt=\"\" class=\"wp-image-12394\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/Auto-\u2018Add-to-Sequence-on-Date-Field-setting-1024x1024.jpg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/Auto-\u2018Add-to-Sequence-on-Date-Field-setting-150x150@2x.jpg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/Auto-\u2018Add-to-Sequence-on-Date-Field-setting-150x150.jpg 150w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/Auto-\u2018Add-to-Sequence-on-Date-Field-setting-370x370.jpg 370w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/Auto-\u2018Add-to-Sequence-on-Date-Field-setting.jpg 1200w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/Auto-\u2018Add-to-Sequence-on-Date-Field-setting-300x300@2x.jpg 600w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/07\/Auto-\u2018Add-to-Sequence-on-Date-Field-setting-370x370@2x.jpg 740w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Simply update the custom date field for every lead, and Privyr will automatically follow up as the date approaches.<\/p>\n\n\n\n<div class=\"is-layout-flex wp-block-buttons\">\n<div class=\"wp-block-button aligncenter is-style-fill\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/app.privyr.com\/content\/messages\" style=\"background-color:#c955f6\" target=\"_blank\" rel=\"noreferrer noopener\">OPEN PRIVYR<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Automatically trigger follow-ups for your leads based on birthdays, lease renewals, anniversaries, or any custom date.<\/p>\n","protected":false},"author":8,"featured_media":12400,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[207],"tags":[469,1188],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.6.1 - 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