Create occasions
Occasions are the special days shoppers can choose from, such as Birthday or Anniversary. For each one you set how many days ahead the reminder goes out and an optional note for the email.
Do this first
Shoppers can only pick occasions you have created and switched on, and reminders are only sent for those. The email itself is set up once in Email setup.
Add an occasion
- Open OccasionsClick Occasions in the app menu, then Add New Occasion. If you have none yet, click Add occasion.
- Pick the occasionChoose one from Occasion name, or click Add custom occasion to type your own (Growth and Pro plans).
- Set the reminderUnder Reminder email, enter Days and, if you like, A quick note. See the table below.
- SaveClick Save. You’ll see Occasion added and the occasion is switched on straight away.
Screenshot: Add Occasion page with the Occasion and Reminder email sections
The fields
| Field | What to enter |
|---|---|
| Occasion name | Required. Choose Birthday, Anniversary, Mothers Day or Graduation. Each name can only be used once. |
| Custom occasion name | Shown after you click Add custom occasion, for example “Retirement”. Click the delete icon next to it to go back to the list. |
| Days | Required. How many days before the occasion the reminder is sent, a whole number from 0 to 365. We suggest 7–14 days so there’s time to order and ship. |
| A quick note | Optional. A short message shown in the reminder email. Tip: mention your shipping times to add a little urgency. |
Custom occasions
On the Free plan the Add custom occasion button is greyed out with an Upgrade plan link. See Plans & billing.
Manage your occasions
The Occasions list shows each occasion’s name, its reminder (for example 7 days before) and its status.
- Edit: click the occasion’s row or its edit icon. Change the fields and click Save. Avoid renaming an occasion shoppers already use: reminders are matched by name, so saved reminders under the old name stop sending.
- Switch an occasion on or off: use the switch in the Status column, or the switch on the occasion’s edit page. It saves straight away. Switched-off occasions disappear from the shopper form and don’t send reminders.
- Delete: click the delete icon, then Delete in the confirmation. This can’t be undone.
Screenshot: Occasions list with the Status switches and the edit and delete icons
Next: set up the reminder email, then read how reminder emails work.