About Keep In Touch Events

Make sure you never miss an opportunity to connect with prospects and clients. There are several types of Keep In Touch events:

·       Birthday event - This event can be applied to any contact for which you enter a birthdate. See Defining the Birthday Event.

·       Move-In Anniversary event - This event can be applied to any contact for which you have recorded a move-in date. See Defining the Move-In Anniversary Event.

·       Keep in Touch Call event - This event lets you set up regular communications with individual contacts. See Defining Keep in Touch Call Events.

·       "Global" events - e.g. monthly e-newsletters, seminars, BBQs, Golf Day, etc. - these are available to all contacts, but you need to select the contacts. See Creating a Global Keep in Touch Event.

·       Contact-specific events - these are regular events that only apply to one contact, like a closing anniversary, annual fishing trip, etc. See Creating a Contact-Specific Keep In Touch Event.

For each event, you can have IXACT Contact automatically create calendar entries, reminders, and tasks, effectively creating a schedule that automatically prompts you when letters, emails and other things need to be sent.

An event date can be added to your calendar or task list, and multiple tasks can also be defined for the event. For example, a golf event could have tasks for booking the course, booking the caterer, sending out the invitations, buying the prizes, etc. Each of these tasks would be assigned a different due date based on a preset number of days prior to the event.