Birthday notifications can be sent to managers / reps via email or SMS on the day of the employees' birthday. 

To change the message or turn them on/off:

1. In the quick menu select the hamburger icon to open the Full Menu and select Communication > Message Templates.

2. Use the Search Bar and type in 'Birthday' to find the Birthday Reminder notification.

3. Click on the title to adjust the settings.

4. Adjust settings to suit:

  • Send Email - on/off
  • Email content - Create your own content for the notification, or leave blank to use the default content below.
  • Send SMS - on/off
  • SMS content - Create your own text for the notification, or leave blank to use the default content below.

5. Click Save.

Messages sent will be recorded in Communication > Communication Log.




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