CorpNote Blog — Tips from the Top

Birthday E-cards - Sending and Scheduling

Sarah Miller, President, Set Now Solutions and CorpNote

By Sarah Miller

Birthday e-cards are a great way to stay in touch with prospects, clients and employees.

There are 2 ways you can send and schedule birthday e-cards using CorpNote:

1. Using your Address Book: When you add a person to your address book, enter their birth date in the field provided. Once a month, or whenever you choose, compose your birthday e-cards for everyone with an upcoming birthday using our address book search feature. You can schedule cards to be sent any date in the future over the next year.

2. Using Birthday Reminders: You can set email reminders that tell you who has a birthday or anniversary each week, and send e-cards as you go. From your 'My Account' page, click the 'Set Email Reminders' button. You can set a reminder to be emailed to you for anyone in your address book with an anniversary or birth date.

Birthday e-cards can also contain coupons in honor of their special day or to notify someone that a gift is coming.

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