Skip to main content

How to Set Up Birthdays or Work Anniversaries Reminders?

See how easy it is to tailor campaign reminders and delivery methods for special occasions, ensuring that no birthday goes unnoticed.

Barak Elisha avatar
Written by Barak Elisha
Updated over a week ago

Work anniversaries and birthdays are important milestones for employees and an excellent opportunity for employers to show appreciation and recognition for their hard work and dedication. With our campaign feature, you can easily set up reminders to ensure no employee's special day goes unnoticed. Here's how:

Step 1: Go to the Required Campaign

To set up campaign reminders, you first need to go to the campaign where you want the reminders to be sent.

Step 2: Click on the "Edit Campaign" Button

Once you are in the campaign, click on the "Edit Campaign" button to make changes to the campaign settings.

Step 3: Choose the "Settings" Tab

In the campaign settings, click on the "Settings" tab to access all the available options for your campaign.

Step 4: Activate the Reminder

Under the campaign reminder section, click on the toggle button to enable the reminder feature.

Step 5: Enter the Number of Days

Next, enter the number of days before the employee's birthday or work anniversary that you want the reminder to be sent. This will ensure that the reminder is sent at the right time.

Step 6: Choose to Send Manager Reminders

If you want the reminders to be sent to a specific manager, you can toggle on the "Send Manager Reminders to Direct Managers" option. This will ensure that the manager is also reminded of the employee's special day.

Step 7: Save Your Changes

Once you have entered all the necessary information, click on the "Save" button to save your changes.

Congratulations! You have successfully set up reminders in your campaign. Now, managers will receive a reminder on their employees' special days, making them feel appreciated and valued.

Did this answer your question?