A birthday message can be sent automatically to volunteers on their birthday. 🎂
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 designationRecent Volunteer Activity
The volunteer must have participated in at least one shift within the year prior to their birthday.
Enable Automatic Birthday Message Email
Step 1: Create the Email Template
Navigate to Communicate > Email Templates
Create your birthday message email template
Save the template once complete
Step 2: Enable the Birthday Message Setting
Navigate to Account > Settings
Scroll to Account Options and click to expand the section
Locate the Birthday Message setting.
Select your newly created email template from the dropdown menu
Click Save.