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Can I schedule birthday eCards from contacts I import from a file?

Yes. Make sure you have included each contact's birthday in your import file and then go to your CorpNote address book and follow the onscreen instructions for importing your contacts.

The easiest way to schedule your birthday eCards to be sent automatically year-after-year is to use our email automation feature.

Once you have imported your contacts, click on the "Email Lists" tab and create an email list for each birthday email campaign you want to run. For example, if you want to send one birthday email campaign to employees and another to customers, you can create an email list called "Employee Birthdays" and another called "Customer Birthdays." There is no limit to the number of email lists you can create.

Once you have created your email lists and birthday email templates, you can use our email automation feature to send your birthday eCards.

menu_book Related Tutorial: Email Automation

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