Hello Team,
I would like to know how to enable or create smartsheet to send automated birthday emails with customised template to employees in my org, on their birthdays.
aprriciate for the help
Hi Mitta,
The simplest method would be to add their upcoming birthday and a workflow that would trigger an alert on that date yearly.
Would that work?
I hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
You could use concatenation to create the custom messages in combination with andrees suggestion.
Column1: Contact column with list of employees names
Column2: date column with their birthdays
Column3: First part of message. something like "Happy Birthday"
Column4: Second part of message. Something like "! We at eagleview would like to wish you a happy birthday this year! Here's hoping you have a great one!'
Column5: Post out. =[Column3]@row + [Column1]@row + [Column4]@row would look something like this: Happy Birthday Mitta! We at Eagleview would like to wish you a happy birthday this year! Here's hoping you have a great one!
Of course you can mix this up anyway you want.
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