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How To Set Up Automated Celebration Greetings in We-Connect

Learn how to set up automated celebration greetings in We-Connect to send birthday, job anniversary, or new role congratulations.

Gary Egan avatar
Written by Gary Egan
Updated over 2 months ago

We-Connect lets you send automated celebration messages to your 1st-degree LinkedIn connections when they have a birthday, work anniversary, or start a new role. These messages help you stay top of mind and maintain genuine relationships, without having to track every milestone manually.

You can personalize each message, choose who receives it, and assign it to specific lists. We-Connect will take care of the rest.

Step 1: Navigate to 'Greetings' in the Settings menu.

From your We-Connect dashboard, go to Settings → Greetings to view and manage your automated celebration messages.

Step 2: Click Add New to create a greeting.

This will open a new form to configure your automated message.

Step 3: Enter the required details.

Here’s what you’ll need to fill out:

  • Title: Name your greeting so it’s easy to identify later.

  • Greeting type: Choose whether this message is for a birthday, job anniversary, or new role.

  • Audience: Choose whether the message should be sent to all 1st-degree connections or a specific list of 1st-degree connections.

  • Message content: Write your message and include variables like [First Name] to personalize each greeting.

Step 4: Save your message.

Once saved, your greeting will automatically be sent on a contact's special day. You can create additional messages for different celebrations or even for the same type of celebration.

Note: If a contact appears in more than one list with multiple greetings assigned to the same celebration type, We-Connect will only send one message—the first one in your list.

Let me know if you'd like to include sample messages or variable suggestions in the article!

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