Birthday Email Notification
Create birthday email templates and automate birthday email notifications with ClayHR.
To set up this automation, you will need to do 2 things:
- Activate birthday email notification.
- Set up an email template.
a. Activate the Birthday Email notification
- Go to the top right “Setup” Menu.
- Click on “User And Employee Portal”.
- Select submenu “Notifications”.
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- Activate the “Send Email Notification on Birthday” toggle.
- Activating the toggle will send birthday wishes to the corresponding team member at 10 AM as per their time zone.
- You can define your own birthday template using the steps below. If a birthday template is not defined, a default birthday notification is sent.
b. Set up an Email Template
- Go to the top right “Setup” Menu.
- Click on “Forms, Workflows & Templates”.
- Select the submenu “Templates”.
- Click on the “Message Templates” link.
- Click on “New Template".
- Design birthday template by - a)Selecting Media type “Email”, and b)Setting System usage to “Birthday Notifications”. Selecting system usage will highlight the support variables that can be used in the email template.
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