The below page appears
Scroll down to Birthdays
- Select whether you would like to set the Birthdays or Anniversary emails
- Select the ‘Enable automated Birthday emails’ or the ‘Enable automated Anniversary reminders’ box
- Insert your email ‘Subject line’ and ‘Select a Time’ for the email to be sent
- Type in your personal message into the message pane
- Click on the drop down for ‘IOV categories’ and select a template. NB This template will go out to every client celebrating a birthday or anniversary
- Select the signature you would like to use for these emails
- Click on the ‘Update’ button at the bottom of the page, to save your changes. A Profile Update button will appear.
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