Creating a birthday mailing

Step by step

To create a new birthday mailing, click the tab of the mailing list > Mailings agent > Trigger mailings tab and then click the (Create new trigger mailing) button.

A dialog box appears.
Enter a name for the trigger mailing in the dialog box.
Select Birthday mailing in the Type drop-down list.
Select a format for the trigger mailing.

Note: If the format is already preselected and the respective fields in the dialog box are greyed out, this means that the format for all mailings of this mailing list is preset.
Select whether you wish to use a template to create the trigger mailing.
Click Next.

A dialog box appears.
Under Recipient of birthday mailing, select the date column containing the birthday.
Under The recipient must meet the following condition, select Today is the recipient's birthday if you would like the birthday mailing to be sent on the birthday itself.
Select The birthday is in or The birthday was ... ago if you would like the birthday mailing to be sent before or after the birthday respectively.
In the Days field, specify how many days before or after the birthday the mailing should be sent.
In the Sending period field under Dispatch settings, specify on which date you would like the birthday mailing to be sent.

Send date: 29 February If the send date is set to 29 February and it is not a leap year, the mailing will be sent on 1 March.
If the birthday mailing is to be sent over a defined time span, then activate the to check box and specify the end date of the time span.
In the Sending time field, specify the time when you would like the birthday mailing to be sent.

Note: If you would like to change the time settings at a later date, you can do this in the Dispatch workflow step.
Click the Finish button.
The trigger mailing is opened for editing in the Editing workflow step.

The trigger mailing is also automatically added to the table on the tab of the mailing list > Mailings agent > Trigger mailings tab.

You have now created a new birthday mailing.