Vital CRM
How do I send a birthday or greetings eCard?

Use birthday cards as an example.

Using birthday cards as an example:

1. Go to [Email] tab, then select [Online Template].




2. Click [Category] from the drop-down menu and select your template category.




3. Under [Category], select Birthday. Click your preferred template to enter the Email editing page.




4. Content can be deleted and edited. You can view the full content of the Email card when you preview the page.




5. Set the [Send Time] as [Send before Important Date]. Next to [Send], select [(Annually)Birthday] and set the time (days before/ after the birthday, hour/minute) you want the message to be sent. After confirming the information and content, click [Send].
※Note: To make use of this feature, you must have information about the important date on file. For example, the customer must have a birthday listed in their data so that the email will be sent at the time of the birthday.

[Email > Online Template > Category > choose template > edit > Set send time] Refer to FAQ
https://faq.vitalyun.com/EN/CRM#4000
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