Birthday/Anniversary notifications with an image through Intelligent Services

[saumyanayak10]

Hi All,

I have gone through the threads on the community portal where it has been discussed that it is currently not possible to send out birthday and anniversary notifications with an image or do any customisation to the look and feel of the email, using the usual EC Alerts and Notifications way.

I'm posting this question to ask if anyone has tried using Intelligent Services to achieve this. If so, were you successful? If you were, please could you share the steps taken? It would be greatly helpful for me. I am looking for a way to automatically send out a fancy email on birthday and anniversary to employees from managers.

Appreciate your help.

Thanks,

Saumya

[DMeek723]

You may try using the Document Generation tool. We have used it to create custom email notifications to send to groups across the company to notify them of Hires/Terminations. The notifications generate as part of the workflow process, but you can set them using the "cc" to push it out. There is the ability to customize the notifications and you can upload images. We also use it in Rewards and Recognition. There is a lot of documentation on the EC site for Document Generation. I'm not sure if you can use Business Rules to trigger the emails though....have not tried that. If you move forward and try this route, I'd be interested to here how it worked for you.