Send Automatic Birthday Messages

Overview

This article explains how to setup a template that will automatically send out a birthday message via email to your contacts.

Linked Articles:

Creating Email/Letter Templates

Contact Profiles


Make Sure Contacts Are Eligible

Any contact that is in your Kindful database that has the following fields set on their profile is eligible to receive an automatic birthday message via email.

  • Email
  • Birthday

If you have contacts that have these two fields, and you have a Birthday Message template configured (see below), we will automatically send this template to these contacts on the morning of their Birthday as set in their contact profile. No further action needs to take place to send this message. 

Of Note: The time this message is sent is pre-determined and cannot be adjusted.


Create the Template

Head to Communication Templates and create a new template. Be sure to categorize the Template Type as Birthday Message. Also be sure to set a subject line, as this message will be delivered via email to your contacts.

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Once this message is created and saved, this feature is activated.


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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