Sending Out Birthday Emails

A customized happy birthday message can now be automatically emailed to people on their birthday. You'll format it just like an email so it can include a message, images, links, and more.
This task runs daily at 9am, emailing those who have a birthday that day

Setting Up Your Automated Birthday Emails

  1. Go to the Account Settings (mceclip3.png) >  Automations
  2. Click "+ Add Task"
  3. Select "Birthday Email"
  4. Select the "Send To" options by choosing either everyone in your database or a selection of tags
  5. Choose who the message should send from (any user in the system is eligible to be the sender regardless of permissions)
  6. Make your subject line (default is "Happy Birthday!")
  7. Change the content to what you'd like it to read
  8. Click "Add Task"

The task will run each morning at 9am (local time), emailing each person who has a birthday that day.

After a birthday email is sent out, if it cannot be located in the primary inbox, it is possible that the email is in a spam folder or another mailbox folder in your email.

Additional Options for Sending Out Emails

You can set up multiple birthday emails if you would like specific emails to come from certain people. 

For instance, if your Men's Ministry Director wants to send a birthday email to all the Men, a Birthday Email Task can be set up to come from him. 

If a person falls under the tags of multiple birthday email tasks, they will receive an email from each one.  For instance, if you have one set up to go to all members on their birthday and one set up to go to all men, and John Smith is listed in a "member" tag and a "men's ministry" tag, then he will receive an email from both.

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  • Very helpful feature!! Can you also please look into making this available via text? We have a congregation that leans younger on the age spectrum and they don't do emails too much. Thanks!!

  • Love this feature... and I agree with the above that texting birthday option may be a nice addition.  

    For now, keep up the good work.  This is going to make our staff look so much better in our members eyes!

  • Great it possible also to use this feature to send e-mails for baptismal birthdays?

  • Is there an extra charge for sending email messages? Or a limit?

  • Hi there - there is no extra charge or limits for sending emails whether in the automated tasks or regular emails (or anywhere).

  • Is there a way to change the font after you've inserted the message?  I had copied and pasted the message that we're sending from a pastor's email but the [FIRSTNAME] was coming across in a different font in the received emails; it really makes it look too much like a form letter.

    I took the text back to Word and made it all the same font and set it back in the task again.  It would be convenient if we could pick different font options in the edit options of the automated birthday task.  Is it already there and I'm missing it?  I see where text can be made Bold or Italic but I don't see an option on Font.

    Thank you!

  • Is there a way to send out automated emails for wedding anniversaries? Or other dates besides birthdays?

  • @merylsamuel

    Great question! Unfortunately, that functionality does not exist for anything besides Birthdays at this time. We sincerely apologize for any inconvenience that this may cause!