You can send a customized message to a contact on their birthday, job anniversary, or when they get a new role. Follow the steps below:

Step 1: Select 'Greetings' from the settings menu.

Step 2: Enable the greetings you want to send and enter the custom message.

Once you enable it, a default message will be displayed for each greeting type. You can use the default message or customize it to your liking.

You can also use messages from your saved templates by clicking the “templates” icon

If you have any further questions about automated greetings, don't hesitate to contact our support team using the blue icon in the bottom right corner of our website or app.