We recommend the following settings/criteria for common postcard jobs:
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Female Birthday
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Women's Birthday
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Female Celebrant
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Dates tab: select Birthday and set Occasion date to rolling 3 weeks in advance (i.e. Min/Max = 3)
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Male Birthday
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Men's Birthday
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Male Celebrant
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Dates tab: select Birthday and set Occasion date to rolling 3 weeks in advance
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Anniversary
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Anniversary
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Couple
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Dates tab: select Anniversary and set Occasion date to rolling 4 weeks in advance
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Thank You
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Thank you
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Primary Contact
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Merchandise tab: set a dollar amount and set date range to rolling 2 weeks before (i.e. Min/Max = -2)
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Service Reminder
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Repair Inspection and Cleaning Services
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Primary Contact
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Merchandise tab: set a dollar amount and set date range to rolling 26 weeks before
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