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  • Birthday E-cards

Go beyond the expected!

Build a reputation for extra special treatment by sending a photo birthday card to every client on the morning of their birthday.

Show your clients you CARE about them as PEOPLE – not just as a portfolio or insurance policy.

This service is included FREE with every Website package.

“So far, the birthday e-cards seem to be making an impact! We’ve had a few clients email “thank you” in response to receiving their birthday cards. It seems to be a pleasant surprise for clients and we’re enjoying the new service.” David S. ( Ontario )
“I have been meaning to send an email to let you know I have received a few “thank you”‘ from the cards. This is exactly what I was hoping for.” Lance G. ( Alberta )

How to get started:

1.) CONTACT OUR OFFICE

Submit a Support Ticket to let us know that you want the Birthday E-Card service activated for your account.

2.) UPDATE YOUR LIST

The AdvisorNet Support Team will send you a copy of your e-newsletter list containing new columns for adding D.O.B. data for your clients. Simply add the D.O.B. & Salutation information for each contact that should receive a Birthday E-Card.

3.) SUBMIT REVISED LIST

Once your revised email newsletter list is ready, send your revised list to the AdvisorNet Support Team. We will check over the data for accuracy and then activate the Birthday E-Card service for your Account.

Once the Birthday E-Card service is activated all any client with DOB information in the system will automatically receive a photo e-card (similar to the samples on the right) on the morning of their birthday.