About this feature: The automated Birthday features are calculated from the birthdates provided in the Contact Information section of the profiles. The software will only be able to utilize information that has been entered into this field.
The birthday message will display, for one day only, on the user’s birthday.
Go to Communicate, then click on “Birthday Message” found in the sidebar
In the text box, compose the message that you want to have displayed to volunteers when they log on to myImpactPage.com, myImpactPage.mobi, or the timeclock on their birthday.
The message can contain text (formatted), images, links, and videos.
Click the [Save] button
Tip: You can personalize the message by including %%1 to display the user’s first name. (Entering %%2 will display the user’s last name).
Birthday Alert Settings
Go to: Configuration, then click on “Alert Settings” found in the sidebar under Organization Settings
Update the “Birthday Alerts” section found in “General Alerts”
Optional: Check the box to include only Accepted/Active people in alerts and lists for upcoming birthdays
Enter the number of days to look ahead for birthdays (the default is 7 days)
Click the [Save] button
View Upcoming Birthdays
From the Admin Home Page, click on the [Birthdays] button at the top
The button will be orange with a number at the right to indicate the number of birthdays. If there are no upcoming birthdays, the button will be grey.
Send an Email or Text Message
From the Admin Home Page, click on the [Birthdays] button at the top
Mouse over the Options icon to the left of a name and select “Send Email”, OR
Check the boxes beside multiple names
Click the [Send Email] or [Send Text Message] button
Complete pop-up dialogue box to complete communication