This article aims to teach you how to edit the email templates for birthday and anniversary greetings and notifications for your employees through Buk. It seeks to make personalizing these communications easier to improve employees' experience on special dates.
The content of this article applies to all Buk clients, regardless of their tenant's country, who have the communications module. It focuses on editing email templates for greetings and notifications, without addressing other types of communications or platform settings.
First, it is crucial to have the "Administración portal" permission assigned to your user profile. This permission enables you to edit the platform's default email templates.
Email Configuration
Once you have verified this permission,goto the left-hand menu and go to Desarrollo Organizacional > Comunicaciones > Correos.
On this tab you'll find three email templates that you can configure according to your needs. These templates allow you to start, stop, and schedule the time for sending emails. Also, by clicking the pencil icon, you can edit the template by adding images and using the variables available in the editor.
Templates
Birthday Notification
An email will be sent to employees to inform them about colleagues who are celebrating their birthday that day. You'll have the option to apply display filters by selecting "Mostrar cumpleaños" for everyone, by company, by division, by area, or by subarea.
Anniversary Greeting
A personal email will be sent to employees who are celebrating another year with the organization
Birthday Greeting
A personal email will be sent to employees who are celebrating their birthday
By clicking "Editar" you can modify the message. Click "Variables" to view the list of available variables you can use to personalize the message and make it more engaging. To use them, copy them from "Variables" and paste them into the Contenido.
PFor correct email sending, it is recommended to use the following combination:
Birthday Notification: Employees who have a birthday today.
{% for empleado in empleados %}{{empleado.nombre}} {{empleado.apellido_paterno}} -{{empleado.nombre_del_cargo}}{ % endfor %}
That way, it will display the list of employees who have birthdays that day. The data shown will be their first names, last names, and job titles. You can omit or add more information using the same pattern.
- Birthday and Anniversary Greeting:It will not be necessary to include a collection; it's enough to add the variables you want to display in the email text:
Happy birthday, {{empleado.nombre}}{{empleado.apellido_paterno}}!{{empleado.foto|imagen: "100", "100" }}
Once you have modified the messages, you must start them.
You will need to choose the time at which the emails will be sent. To finish, click "Iniciar".
Remember, if you need help you can contact us through our support channels.
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We're happy to help!
🤖 This article was translated using artificial intelligence. View original article.