Tip #029 – Occasion Reminders and the Occasion Filed


Tip #029
Occasion Reminders and the Occasion Field

We all know that flowerSoft automatically keeps track of customer occasions so that you can send occasion reminders the following year. You should also know that flowerSoft does this based on what you enter on the “Occasion” field. So it is very important to enter the correct occasion for the order.

flowerSoft will enter the correct occasion for you if you use one of the card sentiment codes. For example, if you enter HB for Happy Birthday! flowerSoft will automatically make the occasion “BIRTHDAY”. If you enter HA for Happy Anniversary, the occasion will automatically become “ANNIVERSARY”. If you enter HNY for Happy New Year, the occasion will become “HOLIDAY”.

However, if you do not use a sentiment code, flowerSoft will default to “NONE” unless you manually select another one from the list of occasions displayed.

If the occasion field has something other than “BIRTHDAY”, “ANNIVERSARY” or “HOLIDAY”, flowerSoft will not select the order for inclusion into the occasion reminder letters, postcards or email to be sent.

So, if you use the occasion reminders feature, and you most definitely should, then make sure you and your employees use the correct occasion for the order.

This brings us to our next tip

to use this feature, it is extremely important that you maintain the holiday dates by updating them at the end of each year.

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