How do I send automated birthday wishes or reminders?
You can send automated birthday wishes or reminders by setting up a workflow rule to create scheduled actions.
Set the workflow rule to execute during a certain date (contact's birthday). Set the workflow to recur every year.
Related Articles
Zia Reminders
Best time to Contact suggestions by Zia helps you in successfully reaching out to your customers. Going a step further, Zia intelligently even sets up reminders for your records based on these Best time to Contact suggestions. Instead of setting up ...
Zia Reminders
Best time to Contact suggestions by Zia helps you in successfully reaching out to your customers. Going a step further, Zia intelligently even sets up reminders for your records based on these Best time to Contact suggestions. Instead of setting up ...
Task reminders
Working on multiple tasks can be tedious and you can lose track of your work. Task reminders can help you stay on top of your work by sending timely emails. With task reminders in Zoho Projects, you don't miss a single task. Click the Tasks module ...
Notifications and reminders for customers and staff
Superadmins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Send automated email and SMS notifications to customers and relevant staff when an ...
Work item reminders
Are you finding it difficult to manage a whole set of work items? Set reminders and and get notified even before the work item starts or is nearing the end date. These reminders will be triggered based on the reminder type, frequency, and occurrences ...