Enabling Employee Birthday Email Trigger

Keka enhances workplace celebrations by enabling the automatic sending of personalized birthday wishes to employees. This feature ensures that an email is dispatched on each employee's birthday, guaranteeing that no special occasion goes unnoticed. By implementing this simple yet meaningful gesture, you can create a supportive and appreciative work atmosphere with ease. Take the time to recognize your team members and show them they are valued—all with just a few clicks!

 

To begin, navigate to the Global Settings(1) and select the Communications(2) section. From there, find the Event Triggers option and click on the Employee Tab(3) to access it.

 

Use the search or filter feature to find the birthday trigger(1). Now, to enable this toggle, the switch is under Status(2). Click the + button(3) under action types to configure it.

This will open an email template where you can enter the details, including the name of the email action, the recipients in the TO field (1), and the subject line.

Keka offers the flexibility to select from its predefined templates or create a custom one. Choose your preferred option from the select template (2) dropdown menu. Feel free to customize the email to suit your preferences. Once you've filled in all the necessary information, click Create(3) to save your changes. 

In the TO section, you can include multiple recipients by entering their email addresses or selecting their roles.

This will ensure that birthday wishes are sent to the designated recipients on the specified date.

Additionally, Keka provides the option to set conditional criteria for these events. To do this, click on +Add Conditional Criteria; a new window will appear where you can choose to set criteria for dates either before or after specific days. By default, the "Add Criteria to Trigger Actions" option is enabled. From the dropdown menu, select the relevant data points and specify the Operator and Value as "equal to" and "working." You can also set multiple conditional criteria by clicking + Add new filter. 

Finally, click Add to confirm your selections and save the criteria. This will ensure that birthday wishes are sent to the designated recipients on the specified date you have set.

 

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