A Birthday Calendar can be created by reading birthday dates from one of your Contact Databases. You will of course had to have created a Contact Database that contains a (DATE) column for your contacts birthdays.
Next create a REMINDER calendar template with the text you wish to send.
When creating the calendar, you will first be prompted to select the Contact Database you wish to use to source the birthday dates.
Next complete the form. The table below explains the fields required.
| Calendar Name: | This is just a name to identify the calendar |
|---|---|
| Greetings From: | The text entered here will be used to substitute the with tag in your reminder template created for the calendar. |
| Birthday Column: | Select the contact database column that contains the birthdays. |
| Template: | Select the template you created for the sms that will be generated from the calendar. |
| Send Sms At: | Specify the time at which you would like the sms's to be sent. |
When you create the calendar, the system will first read the database and import all the contacts as calendar attendees. It will then create an appointment for each contact on their birthday.
The system will then monitor the appointments, and send the birthday greeting sms when required. As it is setup as a recurring calendar, the system will automatically regenerate the appointments for the next year at the time that any birthday greetings are sent.
Step 1:
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Step 2:
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