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Adam Smith
Holiday & Custom Date Automations allow businesses to schedule client messages around holidays or other important dates. This is available through
PPC Labs
as a separate feature under
Communication > Automations
.
Create a client automation and select
Holiday or Custom Date
as the Event. You can then choose:
  • A supported
    Holiday
    , which automatically uses the correct date each year
  • A
    Custom Date
    , which can occur one time or repeat every year
  • Whether the message is sent before, on, or after the selected date
  • All Active Clients or selected Client Segments
  • All matching clients or only clients who do not already have visits scheduled on that date
For example, a business can remind clients to schedule care before a holiday while automatically excluding clients who have already booked. Custom Dates can be used for recurring seasonal reminders, annual business dates, or a one-time deadline or event.
The
Potential Audience
preview shows which clients currently match, how many already have visits scheduled, how many are missing a deliverable email address, and how many are currently eligible to receive the message. The audience, Client Segment membership, scheduled visits, and communication preferences are checked again when the automation runs.
Holiday & Custom Date Automations also support Personalize, Responses, message previews, optional call-to-action buttons, and Automation Analytics.