Birthday Communications

Owned by Michael Ttooulis
Last updated: Nov 23, 2021 by Stephen Tinnion
1 min read


What are Birthday Communications?

When Birthday Communications are enabled, on a daily basis your system will check all applicants stored within your eKeeper CRM system for those who's birthday falls on that day. A list of matching applicants will be built will will then be used to send a birthday message, based on a predefined template. 

When editing your email templates there is a Recipient Type, Birthday Applicants which if selected, will be used when birthday communications are sent. 

Birthday Email Template 

This is the current active Birthday Email Template used by the system. If you wish to edit this template, click the link/template name. 

If no template has been allocated to birthday emails, you will need to create a new template or select an existing one ensuring the Recipient Type of the template, is set to Birthday Applicants.Â