Address
Book - Birthday and Anniversary Reminders
Birthday and Anniversary Reminders are a feature of Corpnote
that allows you to enter your address book contact's birthday or anniversary,
be reminded of the event a week before, and easily send an e-card (or
schedule one to be sent on a day you pick). You will be reminded of
the event in 2 ways
- A simple email will be sent to your email address that contains
the event and a link to compose an e-card.
- You will also be able to view 'This Week's Important Dates' from
your CorpNote Account Overview page. This is a complete list of every contact
that you have a birthdate or anniversary date for in your address
book.
To create a birthdate or anniversary date for an existing
contact, sign in and access your e-mail address book, by clicking
on the navigation (E-Cards / Address Book) at the top of any screen.
- Locate the name of the contacts you wish to set reminders for by
clicking the 'Search Contacts' button, or browse your contacts alphabetically.
- Click the 'Modify' button next to the contact name you want. Here
you can add the contact's birthday and anniversary date. After you
entered the contacts birthday and/or anniversary date click the 'Save
Changes' button.
To view weekly birthdays or anniversary dates, and to easily send e-cards
— Access your account overview (My Account / Overview) to view
a list of 'This Week's Important Dates'.
- The list of birthdays or anniversaries appears in your account overview
seven days prior to any birthday or anniversary date listed in your address book.
- Here you can click on the link to the right of birthday or anniversary
date to send a reminder e-card.
- You are now able to select a card design, compose a message, and
send your reminder ecard. Your contact's email address is already
selected in the Send List on the Send screen. Click 'Send Card' to
send or schedule your e-card.
- Once you click on the reminder link under the 'This Week's Reminders'
section, the reminder for that person will no longer appear.
To receive Email Reminders for individual contact's birthdays
and anniversaries — Access your account overview (My
Account / Overview) and click the 'Reminder Preferences' button. Use the
drop-down list to select either Birthday or Anniversary and you will see
a list of all contacts that have this date information. To put a contact
on your Email reminder list, select the check box to the left of the contact's
name and click 'Set Reminder for Checked'. (You can use the checkbox at
the top of the list to select/deselect all.) You will now receive a simple
Email reminder seven days prior to the birth or anniversary date.
You can use this same Preferences tool to remove someone from your email
reminder list.
If you need additional help, please refer to our Frequently Asked Questions or complete our Priority Email Support Form. |
Adding a Contact
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