How do I configure automatic sending of birthday greetings or notifications?

1. Go to the moduleOrganizational Development>Communications > Emails.
    
2. Select the type of message to configure:
    
   • Birthday notification
      
   • Birthday greeting
      
   • Anniversary greeting
      
3. Click thepencil iconto edit.
    
4. Customize the content and clickSave.
    
5. Click the iconStart(triangle).
    
6. Select thesending timeand confirm withStart.
    

📌 Once activated, you can edit the content without needing to stop the sending.

There are only three predefined types of automatic greetings (birthday notification, birthday greeting, and anniversary greeting).

It is not possible to create new automatic notices or modify functionalities outside of the available templates. The sender is changed by editing the field 'nombre mail administración'.

You cannot send manual test messages for automatic emails; they are only sent on the scheduled date. To ensure delivery in case the institutional email is blocked, the personal email should be replicated in the institutional field.

The deletion of birthday posts must be requested from support.

Remember that changing the time only applies if the notification has not yet been sent. Also, the system may take up to 3 hours to process and send the notification after publication.

🤖 This article was translated using artificial intelligence. View original article.