{"id":8891,"date":"2025-02-27T02:04:30","date_gmt":"2025-02-27T02:04:30","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=8891"},"modified":"2025-02-27T02:04:32","modified_gmt":"2025-02-27T02:04:32","slug":"date-criteria-for-sending-to-crm-contacts-bulk-sends","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/date-criteria-for-sending-to-crm-contacts-bulk-sends\/","title":{"rendered":"Date Criteria for Sending to CRM Contacts (Bulk Sends)"},"content":{"rendered":"\n<p>GReminders lets you leverage your contacts in CRM to automate a variety of emails\/SMS notifications to Clients around various actions.   Common use cases include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Asking for <a href=\"https:\/\/www.greminders.com\/articles\/client-automation-reviews-on-autopilot\/\">Annual Review Meeting<\/a><\/li>\n\n\n\n<li>Sending Birthday or Anniversary Wishes<\/li>\n\n\n\n<li>Sending a notification when someone hits a certain age, such as age 50 for 401k catch up contributions, etc&#8230;<\/li>\n<\/ul>\n\n\n\n<p>These &#8220;lists&#8221; require us to &#8220;filter&#8221; the contacts we want to send to.    Contacts in a certain status, category, tag group etc&#8230;.    <\/p>\n\n\n\n<p>Often this criteria includes &#8220;Date&#8221; Fields.   Here we will discuss how date fields can be leveraged for building lists with specific use cases.<\/p>\n\n\n\n<p>Sending on their Birthday:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"99\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/birthday-1024x99.jpg\" alt=\"\" class=\"wp-image-8895\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/birthday-1024x99.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/birthday-300x29.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/birthday-768x75.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/birthday.jpg 1113w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Sending 1 day prior to their Birthday:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"107\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/birthday-onedayprior-1024x107.jpg\" alt=\"\" class=\"wp-image-8896\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/birthday-onedayprior-1024x107.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/birthday-onedayprior-300x31.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/birthday-onedayprior-768x80.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/birthday-onedayprior.jpg 1104w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Sending on their 50th birthday:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"106\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/50thbirthday-1024x106.jpg\" alt=\"\" class=\"wp-image-8893\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/50thbirthday-1024x106.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/50thbirthday-300x31.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/50thbirthday-768x80.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/50thbirthday.jpg 1106w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p> Sending 1 week after they turn 50:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"100\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/1weekafter50th-1024x100.jpg\" alt=\"\" class=\"wp-image-8894\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/1weekafter50th-1024x100.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/1weekafter50th-300x29.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/1weekafter50th-768x75.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/1weekafter50th.jpg 1112w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Assuming you have a field that represents when you need to reach out to them for their next review.   Sending on their Next Review Date<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"98\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/next-review-date-1024x98.jpg\" alt=\"\" class=\"wp-image-8897\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/next-review-date-1024x98.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/next-review-date-300x29.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/next-review-date-768x74.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/next-review-date.jpg 1117w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Assuming you have a field that represents their &#8220;Onboarding Date&#8221; (when they became a client) and you want to meet with then every 6 months:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"106\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/onboardingdate-every6months-1024x106.jpg\" alt=\"\" class=\"wp-image-8898\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/onboardingdate-every6months-1024x106.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/onboardingdate-every6months-300x31.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/onboardingdate-every6months-768x80.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/onboardingdate-every6months.jpg 1126w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Putting it all together with your Active Clients, &#8220;Triple A&#8221; Clients, you want to meet every 11 weeks since they become a client:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"298\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/every11weeks-aaaclient-1024x298.jpg\" alt=\"\" class=\"wp-image-8899\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/every11weeks-aaaclient-1024x298.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/every11weeks-aaaclient-300x87.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/every11weeks-aaaclient-768x224.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/every11weeks-aaaclient.jpg 1127w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can put together various criteria using AND \/ OR operators to build your list.<\/p>\n\n\n\n<p>Remember you can Preview all your Contacts prior to sending them.    <\/p>\n\n\n\n<p>Use this in conjunction with Ongoing Automation to continue to send until they Book a Meeting (assuming this is your primary Call To Action).<\/p>\n\n\n\n<p>We are here to help.  If you need help please contact support@greminders.com OR enlist our dedicated onboarding team to help build these out for you.<\/p>\n\n\n\n<p>Happy Scheduling.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>GReminders lets you leverage your contacts in CRM to automate a variety of emails\/SMS notifications to Clients around various actions. Common use cases include: These &#8220;lists&#8221; require us to &#8220;filter&#8221; the contacts we want to send to. Contacts in a certain status, category, tag group etc&#8230;. Often this criteria includes &#8220;Date&#8221; Fields. Here we will [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":8901,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-8891","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Date Criteria for Sending to CRM Contacts (Bulk Sends) - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/date-criteria-for-sending-to-crm-contacts-bulk-sends\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Date Criteria for Sending to CRM Contacts (Bulk Sends) - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"GReminders lets you leverage your contacts in CRM to automate a variety of emails\/SMS notifications to Clients around various actions. Common use cases include: These &#8220;lists&#8221; require us to &#8220;filter&#8221; the contacts we want to send to. Contacts in a certain status, category, tag group etc&#8230;. Often this criteria includes &#8220;Date&#8221; Fields. 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