BrightManager is pleased to announce the following updates made on our platform.
Release Summary
The automated Happy Birthday email feature allows you to send your clients happy birthday email message automatically. This feature has been one of our user's most popular request, especially from those in the Focus Group run by the Customer Success team.
Enabling Happy Birthday Email
To enable this feature you have to turn the toggle on in Settings > Automation Settings > Happy Birthday Email. Once this has been globally enabled it will also appear on your Client File > Automation as enabled.
This will only work if:
- The primary contact's DoB is present
- A custom automated email template has been selected (in automation settings or in the client file)
- You use Custom Automated Email template
Global Settings
If the Happy Birthday Email feature has been enabled but no template has been selected then their client will not receive any email, unless the user has also enabled this feature on the client file and has selected a custom template for the client.
Once a template has been selected in Automation settings, the email will be sent out to all their primary contacts whose DoB is present.
Client File
Using custom templates for specific clients
Although there may be an existing template selected for the global setting, you can also select a custom template to send to specific clients. This can be done in Client file > Automation. The system will use the template selected in their client file rather than the global template.
Enabling feature for some clients only
To enable the feature for some client only, you have to enable this from the client file first but not select any template in Settings> Automation Settings > Happy Birthday Email. You can then go into the specific client file and select the template which you would like to be send out to your clients.
Disabling feature for some clients
If the feature has been enabled globally and a template has been selected, this will go out all the primary contact of the user, whose DoB is present. To turn it off specific clients, you can disable this feature from your client's file > Automation.
Deleting the template
You cannot delete a template that is in use. If you attempt to delete a template in use, a modal will pop up informing you that the template is active for a number of your users therefore it cannot be deleted.
Only a template that is not in user can be deleted.
You first need to remove the template in use (either account level or client level) before you delete the email template. If you disable the feature (either at account or client level) you still need to remove the template from use to delete the template -you can do this by choosing “Please select a template” as the option in the dropdown menu and saving it.