Sending personalized birthday and anniversary wishes to your alumni can be a great way to engage with them and strengthen your alumni community. In this article, we will guide you through the process of enabling automated wishes and customizing birthday emails on the platform.
Step 1: Accessing Site Settings
Navigate to the Site settings section of your platform
Click on Site Setup to access the configuration options.
Step 2: Enabling Automated Daily Wishes
Locate the option called "Automated daily wishes" within the Site setup.
Toggle the switch to enable this feature. Enabling this feature ensures that birthday and anniversary emails are sent to your alumni based on the dates specified on their profile pages.
Step 3: Ignoring Anniversary Wishes (Optional)
If you prefer not to send anniversary wishes, you can toggle on the "Ignore anniversary wishes" option.
Enabling this option ensures that only birthday wishes are sent to your alumni.
Step 4: Customizing Birthday Emails
To customize the birthday emails, go to Settings ➡ Platform Settings ➡ System Emails Setup
Look for the email type labeled "Birthday wish" and click on it to make the required changes.
Note: While editing the email template, ensure that you keep the merge tags intact to avoid any issues.
If you have any further questions or need assistance, please feel free to reach out to our support team at email@example.com.