Happy Birthday Message Automation

Each staff member can set up an "Automated birthday greeting to my advisee" to send birthday greetings at 8:53am to students that are part of their caseload. 

The following steps describe how to create an automated birthday message:

  1. Select the Messages page by clicking on the letter icon that displays on the primary navigation bar in the top right of your screen.
  2. In the Templates section, create a new template that includes the birthday message and enter a name for the template that indicates this is the Happy Birthday message template you wish to send.
  3. Open the User Settings page by clicking on your profile photo in the top right of your screen. From the drop down menu, select Settings and then scroll down to the Special Occasions settings.
      1. Click the checkbox for "Automated birthday greeting to my advisee".
      2. Select the Happy Birthday message template created in step 2.
  4. Once the birthday greeting message template is selected you can leave the Settings page, and the assigned template will be saved automatically by the system.

The following screenshot displays what you will see in step 3: (typo will soon be fixed!)


Was this article helpful?
0 out of 0 found this helpful

Articles in this section

See more
How to Contact Support
There are many ways to reach out! Click here for our support options.
Watermark Academy
Click to access the Watermark Academy for consultation, training, and implementation companion courses.