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.
il:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article