How do I send automated work anniversary cards?
No code needed
Import each person’s full start date, including the year, and map it to Work anniversary. Create a date-card rule with the Work anniversary trigger and your staff list. Use {{years}} if you want to include the number of completed years.
Import start dates
Open Import contacts and map the start-date column to Work anniversary. Use a full date, such as
2021-06-01. Check a saved contact after importing.Choose the trigger and audience
Open the date-card builder, name it and select Work anniversary. Choose your staff list and check the eligible count.
Choose the card and message
Pick the front, handwriting and sign-off. A message such as
Thank you for {{years}} years, {{first_name}}.uses the anniversary year minus the start year. A person who joined in 2021 has 5 years in 2026.Review the yearly limit and sending status
Set the maximum cards per year if needed. Review the preview and return address, create the rule, and check whether sending is on.
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.
#Common questions
- Can I send only at 5 and 10 years?
- The built-in trigger runs every year. Maintain a list of people reaching the milestones you want, or filter in your HR system and use an inbound hook.
- What if a start date changes?
- Update the contact. Future runs read the current date; cards already created keep their saved details.
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