Monday 20 October 2014

Birthday Reminder Email


                                              Birthday wishes to contact emails
Object
Contact
Description
Send an email to the contact one day before the contact's birthday.
Evaluation Criteria
Evaluate the rule when a record is: created.
Rule Criteria (Filter)
Run this rule if the following formula evaluates to true:
(Contact: Birthdate not equal to null) and
(Contact: Email not equal to null)
Immediate Actions
None.
Time-Dependent Actions
1 Day Before Contact: Next Birthday—Email Alert: Send a birthday greeting to the contact's email address.






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