When to use it
Turn this on once and let it run all year — it's a low-effort way to keep members feeling recognized between meetings. Each email is generated fresh with historical facts from the member's birth date, a nod to their years of service, and a council dad joke. Members on their birthday get at most one email per calendar year.
Step by step
- Open Roster → Birthday Emails. The pill in the page header shows Enabled (green) or Disabled (amber).
- In the Birthday Emails card, flip the toggle on. You'll get a confirmation toast ("Birthday emails enabled.").
- Click Preview sample email to generate a real AI email from one of your members — nothing is sent.
- That's it — from now on the daily job sends each member's email on their birthday automatically.
- To send on demand: when members have a birthday today, the Today's Birthdays panel appears. Click Send Now to fire them immediately instead of waiting for the daily run.
Tips & gotchas
- The daily send runs automatically once enabled — you don't need to visit this page every day.
- Postal-only members, members with no email, bounced addresses, and opted-out members are skipped (shown with an amber "Skipped" reason in the Today panel).
- Each member gets at most one birthday email per calendar year — re-clicking Send Now won't double-send.
- The KPI strip (Sent / Delivered / Thanked) reflects the current calendar year. "Thanked" counts members who tapped the thank-you CTA. Open rates aren't tracked by design.
- Demo councils don't send real birthday emails.
Related
- See also anniversary-emails
- See also broadcast