Birthday Reminders

The Levitate Dashboard displays any contact that (1) has a birthday in the upcoming 7 days and (2) does not currently have a birthday email scheduled.

Updating a Contact’s Birthday

1. Click the Contacts tab on the left-hand navigation bar

2. Click a Contact’s Name

3. Click the Add Key Fact link

4. Type “birthday is 06/06/1975” or “birthday is Sep 6th”

Scheduling Birthday Emails

1. Click the pink Upcoming Birthdays box

2. [Optional] Click the drop-down arrow beside the template name to choose a different birthday template

3. Review the recipient list to remove any recipient from receiving an email

4. Click the blue Next: Send Options button

5. Click the blue Schedule it button

Birthday Emails are not Automatically Scheduled

While the birthday notifications appear automatically, a Levitate user will log in once a week to schedule the emails to send. There are times when Levitate Users would rather not send a birthday email to a particular contact. Levitate gives users the opportunity to review their birthday list prior to scheduling the emails.

Creating a Custom Birthday Email Template

To create your own birthday email template for future use, create a new email template with “Birthday” in the template name.

Click here to create a new birthday email template

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