Implementing an Automated Holiday Greeting Solution

Implementing an Automated Holiday Greeting Solution

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Once again, we say goodbye to the holidays and look forward to the year ahead. As various holidays are approaching, simultaneously your workload is increasing as well. The race to meet your deadlines before the holiday creeps up on you intensifies. Due to the busy nature of business, owners often tend to reach out to the clients to wish them happy holidays and express their gratitude. However, it can get stressful when you must approach this manually. SimplyCast offers a digital solution to make this simpler and more efficient to send out holiday greeting messages to clients on time.  

By utilizing digital solutions like scheduled greetings, repeating triggers and dynamic messages, you can send out these messages automatically, whilst maintaining your relationship with your clients. This process ensures resource optimization and simplifies the process. It also eases the sending out of emails to your entire client base, without neglecting personalization. This digital approach will assuredly provide efficiency and swiftness in maintenance of communications. 

The Digital Solution 

SimplyCast recognized the need for maintaining personal client relationships. By making use of key digital resources and recognizing the various holidays that may be important to clients, organizations can create a better strategy to show their appreciation. This solution is completely customizable to fit any organization's specific needs and make the best use of available technology. We have identified the key components of the Automated Holiday Greetings use case and have created a breakdown to explain each step. 

Step 1: Scheduled Greetings  

Holiday greeting messages can be scheduled all at once to simplify the work that needs to be done to manage holiday communications. This approach ensures that each message is easily updated to fit each year and makes it easy to schedule for more holidays that happen on different days in the year, like Labor Day which happens on the first Monday in September instead of, say, September 6th every year. 

Step 2: Annual Repeats 

An alternative to the scheduling approach is to use a repeating trigger, allowing greeting messages to be sent to clients every year on the same date without fail. These repeating triggers are better suited to more consistent holiday dates that don’t tend to move around like Canada Day or New Year’s. 


Step 3: Dynamic Messages  

Greeting messages can be configured so that they adapt fully to each individual recipient. A combination of merge tags alongside conditional visibility checks works well to make it simple for any company to ensure that all their messages adapt to the individual recipient. These messages can then act as templates and can be edited and re-used each year.  


Why SimplyCast?  

The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this solution is fully customizable, it can be tweaked or altered to meet the exact needs of every institution. 

Don’t worry about scalability and security! SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them. 

Most importantly, we have a 99.5% minimum uptime. With our solution, you can have peace of mind. 


Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works. 

Simply request a demo by clicking the button below and let us show you how our solution can help you manage your Automated Holiday Greeting solution more efficiently. 

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