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Birthdays Notification

  • Frequency: Daily.
  • Recipients: Any active participant with an email and a Participant Type that has the Send_Birthday_Email set to Yes.
  • Contents: An email wishing the individual a happy birthday.
  • How to Stop: Set end Birthday Email to No on the Participant Type record or set the SERVICES: BirthdayNotificationMessageID configuration setting to (see Configuration Settings below).
  • Method for Sending: Platform.
  • Logging in Messages: Daily, template message is copied. Recipients are logged.
  • Configuration Settings:
    • SERVICES: BirthdayNotificationMessageID specifies which Message template to use for notifications. Set this to 0 (zero) to turn off Birthday Notifications.
  • Merge Fields Supported:
    • Subject: [Nickname].
    • Body: [Nickname].
  • Initial Configuration: Edit each Participant Type so that the Send Birthday Email field is set to Yes.
  • Optional Configuration: Modify the message as needed. Change the From contact to an appropriate record.
Note: Want to get more personal? Create a view on the Group Participants page that displays a person's Name, home address, birthday, and their group and role. Set up a notification for the Ministry Leader and let them send a handwritten note!