Union Works

Send Birthday emails from your own domain

Steve Jones

Email & SMS content

Can I preview or send a test email via the app?

Personalising the Birthday Email

Styling the Birthday Email

Why are Birthday Emails not being sent out?

Can I resend a birthday email?

Can I send a birthday email if someone has just signed up and missed their birthday?

Birthday email

How to enable follow-up birthday emails

The follow-up birthday email feature can send out a single email to remind recipients to use their discount code before it expires.

How many follow-up emails can be sent?

Enabling the follow-up Birthday email feature

Follow-up emails

Scheduling the Birthday email

Sending out Birthday emails ahead of time

How to choose the date format used across all of your Birthday Club sign-up surfaces and why it affects age cohort analytics.

Setting your birthday date format

Can I control when the birthday email is sent?

Scheduling & timing

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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