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Keep your sphere in flow and in constant contact by using special dates like Birthdays, Anniversaries, and House-iversaries as regular touch-points. You can send emails or send a gift using Loop and Tie!
Adding Dates to your People
- From your persons Profile card select Edit (see below, indicated by the read arrow).
- Select the type of date from the drop down menu (see below),
- Enter date.
Adding to Calendar
You can choose to automatically add all Special Dates to your calendar by setting this in your Preferences menu.
To add a specific date to your calendar:
- Select your person’s profile and scroll down to the Dates section.
- Click on add to calendar.
Sending Special Date Emails
- Select your person’s profile and scroll down to the Dates section.
- Click on Calendar icon next to the date for which you want to send an email (see below, indicated by red arrow).
- Select the Say Happy Birthday (see below, indicated by red arrow) from the pop-out panel.
- Update/confirm email settings (see below).
- Select appropriate email address
- Update message
- Select to send immediately or on date of event.
- Click Schedule.
Sending Special Date Gift
- From the calendar, select the event, for which you would like to send a gift. (Circled in red below)
- Select Send Loop and Tie Gift (See red arrow below).
- This will bring you to your Loop and Tie account.
- If you have any issues with your Loop and Tie account, please contact the support team using the chat box (See below)