Auto Send Happy Birthday Email
| Lines of Code | 233 |
| Technical name | to_partner_dob_send_email |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/to_partner_dob_send_email |
| Read description for | v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | Discuss (mail) |
| Included Dependencies | Partner Date of Birth Viindoo Base |
Demo video: Auto Send Happy Birthday Email
What it does
This module helps businesses automatically send birthday greeting emails to their partners based on the birth dates stored in the system. This feature not only enables businesses to show appreciation to customers and partners but also strengthens relationships, enhances personalized experiences, and provides complete automation without manual intervention.
Businesses can easily set up default birthday email templates for the company, customize email content as needed, or configure specific preferences for each partner. The module supports multi-language, multi-company environments and allows image integration, ensuring that birthday greetings are professional and aligned with the company's brand identity.
Key Features
- Default Company Setup:
- Enable or disable automatic birthday email sending for all partners within the company.
- Once enabled, the system automatically sends birthday greeting emails to all contacts (individuals and companies) with a configured birth date.
- Predefined Birthday Email Template:
- The module provides a default email template for birthday greetings.
- Businesses can create or modify email templates in the configuration settings as needed.
- Partner-Specific Customization:
- In each partner's profile, you can:
- Enable/disable birthday email sending individually.
- Choose a specific email template if you prefer not to use the default one.
- In each partner's profile, you can:
- Full Multi-Company Support: - Each company can configure its settings separately, ensuring no overlap between companies. - A single partner can receive birthday emails from different companies, each with unique content.
- Rich Content & Multi-Language Support: - Birthday email templates can include text, images, and support multiple languages, allowing businesses to personalize messages based on their customer’s preferences.
Benefits
- Retaining customers is not just about selling great products—it's about showing appreciation. A well-timed birthday email can make customers feel special, increasing their loyalty to your business without additional advertising costs. Instead of tracking hundreds of birth dates and sending emails manually, the system handles everything—checking birth dates daily, automatically sending emails, and ensuring no important customer is overlooked.
- Beyond a simple birthday greeting, this module can also be a subtle yet effective sales booster. By including a discount voucher or special offer with the birthday email, you can encourage customers to revisit your store. Moreover, businesses can customize email content based on different customer segments, ensuring the message is personal and aligns with your brand identity.
- This module is especially useful for businesses with multiple brands or branches. A single partner can receive different birthday greetings from multiple companies, each tailored to the brand they are associated with. The entire process is automated, allowing you to stay connected with your customers without manual effort.
Who Should Use This Module
- Businesses aiming to strengthen customer and partner relationships through automated engagement.
- Companies with large customer databases that cannot manually manage birthday greetings but want a personalized experience.
- Retail, e-commerce, and service-based businesses looking to use birthday emails as a soft marketing opportunity, possibly with special promotions.
- Multi-brand and multi-branch companies needing to send customized birthday greetings for each entity without confusion.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_partner_dob_send_email.
- Press Install.
Instruction
Instruction video: Auto Send Happy Birthday Email
- After installing the module, go to Settings > General settings > Default Email Templates. In the Default email template section, check Send Happy Birthday Email and select a Happy birthday email template. This is the default template if a specific template is not selected for each partner.
- Open the partner profile, enter the date of birth and set up a happy birthday email template for the partner. Here, you can choose or configure specific email templates for this partner.
Note: Partner here must be Individual.
- When the setup is complete, to the date of birth of the partner, the system will automatically send a happy birthday email to the partner's email address. You can check that information in the Chatter area in the partner's profile.
- In addition, the same partner but in different companies can choose different email templates.
- If you do not use the feature to automatically send emails to each partner on their birthday, go to Contacts > Select the partner profile, click the button Send Happy Birthday Email to turn it off.
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