Send birthday card

 

Report

e-Captain can automatically send an e-mail at night to all the birthday members in which you congratulate them. You need a report for a birthday card. This report lists all members and their birth dates. This report indicates which particular group, members / old members or everyone is sent.
• Click on Member management in the main menu.
• Select Report generator in the submenu.
• Make a report with a selection of the members to whom the birthday card may be sent.


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Click hier for more information about the report generator. 

Template

After the report is made, the card must be adjusted. e-Captain has supplied a template for the birthday card.
• Go to Mailing in the main menu
• Click on the Templates folder and open the template Birthday card
• Change the map if necessary.

 

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Install birthday card

  • Go to management center in main menu
  • Choose Gadgerts and click on Birthdays
  • Click on the + icon to add a new selection.

 

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  • Name the selection
  • Choose a mailing template
  • Insert the report at the Report Filter
  • Save.

 

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Get the most out of e-Captain!

e-Captain has a very extensive Member Management package. We offer several basic trainings which teach you to work with e-Captain in an accessible way.  The trainings take place at our office in  's-Hertogenbosch.

View our trainings

 

TeamViewer

To be able to support you optimally, it can be easy to look with you on your computer from a distance. We use TeamViewer to do this. TeamViewer makes it possible to take over your computer from a distance.

 Download TeamViewer

 

This page was last updated on: 30 July 2018