How do I send a handwritten card to every new hire?
No code needed
For imported new hires, create a one-time rule using A date you imported. For an event such as a confirmed hire, create an inbound hook under Integrations and have your HR tool send the recipient’s details to it.
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#Use an imported date
Prepare the column
Use a custom column such as
welcome_date, with full dates inYYYY-MM-DDformat. This is the date the card should arrive by. Leave it mapped as a custom field; mapping it to Work anniversary would make it a yearly occasion.Import the people
Use Import contacts and confirm that the custom field and mailing addresses were saved. Put the new hires on a list.
Create the rule
Open the date-card builder. Select A date you imported, enter
welcome_date, and turn yearly recurrence off. Choose the new-hire list.Write and review
Pick the card, write a short welcome note, choose the handwriting and add the sign-off. Check the yearly limit and return address, then create the rule and confirm its sending status.
Scribble works backward from the occasion date and shows an estimated four to five day arrival window ending on that date. USPS delivery can vary. Add contacts early enough for production and mailing; a date already too close may not be included. See arrival windows.
#Use an event from your HR tool
Open Integrations and create a hook under Send a card from anything. Set its card, message template, sender and handwriting. Have the HR tool POST the name and US mailing address to the private hook URL.
A POST creates a real paid card; it does not mean the card is mailed immediately. Only trigger after the hire is confirmed and the address is ready. Use the same idempotency key when retrying the same event. See hook setup for the full steps.
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