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Birthday Email Notification

Create birthday email templates and automate birthday email notifications with ClayHR.

To set up this automation, you will need to do 2 things:

  • Activate birthday email notification.
  • Set up an email template.

 a. Activate the Birthday email notification

  1. Go to the top right “Setup” Menu.
  2. Click on “User And Employee Portal”.
  3. Select submenu “Notifications”.  
Birthday notifications
  • Activate the “Send Email Notification on Birthday” toggle.
  • Activating the toggle will send birthday wishes to corresponding users at 10 am according to their time zone.
  • If a birthday template is not defined, the default birthday notification would be sent.                    
  • Set up an email template
  • Go to the top right “Setup” Menu.
  • Click on “Forms, Workflows & Templates”.
  • Select the submenu “Templates”.  
  • Click on the “Message Templates” link.
  • Click on “New Template".
  • Design birthday template by - a)Selecting Media type “Email”, and b)Setting System usage to “Birthday Notifications”. Selecting system usage will highlight the support variables that can be used in the email template.  

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