How do I set up an automated Birthday message for Volunteers?

A birthday message can be sent automatically to volunteers on their birthday. 🎂

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Requirements

Before enabling this feature, please ensure the following:

• Birthdate Field Included
  Your Application or Event/Program form must collect a birthdate using the designated Birthday field designation
  

• Recent Volunteer Activity
  The volunteer must have participated in at least one shift within the year prior to their birthday.

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Enable Automatic Birthday Message Email

Step 1: Create the Email Template

1. Navigate to Communicate > Email Templates

2. Create your birthday message email template

3. Save the template once complete

Step 2: Enable the Birthday Message Setting

1. Navigate to Account > Settings

2. Scroll to Account Options and click to expand the section

3. Locate the Birthday Message setting.

4. Select your newly created email template from the dropdown menu

5. Click Save.