Birthday Celebrations

How to Navigate the ‘Birthday Celebrations’ Page of the People Module in the Admin Portal

  1. Log In – Make sure you’re signed into your ChurchPad account.

  2. Click your Profile Icon at the top right.

  3. From the dropdown menu, select "Admin"

  4. You are now in the Admin Portal.

  5. From the left sidebar menu, click on “People”.

  6. Under the People menu, select the ‘Birthdays and Wedding Anniversaries’ option. You will be taken to a page with multiple tabs across the top: Birthday Celebrations, Wedding Anniversaries, Templates, Automated Greetings

Navigate to Birthday Celebrations

  1. Click on the Birthday Celebrations tab.

  2. A list of individuals with birthdays (for the current or upcoming month, depending on your filter) will be displayed in a table. Typical columns include:

    1. User (name & email)

    2. Phone

    3. Membership status

    4. Birthday Date

    5. Actions (e.g., Edit and Send Message)

Use the Filter & Search Options

  1. Filter by date range:

    1. In the top-left filter area, you’ll see a dropdown labeled Month

    2. Click the dropdown to choose a different month for displaying birthdays (e.g., January, February, March, etc.).

  2. Search by name or other criteria:

    1. In the field labeled Type to search …, enter a name or keyword.

    2. The table automatically updates to show only matching records.

Manage Birthday Details

  1. Review Membership Status: This column shows whether each individual is marked as “Member,” “Global,” or another status used in your organization.

  2. Edit or Update a Record:

    1. Under the Actions column, click Edit.

    2. This opens a form or modal to update membership status, gender, and Birthdate.

    3. Click Update Details when finished.

Send a Message

  1. Locate the Record of the person you wish to message.

  2. In the Actions column, click the Send Message button from the dropdown.

  3. A message modal or a new window will appear where you can:

    1. Choose Email, SMS, MMS, Voice Broadcast, and Push Notification.

    2. Personalize the message with a greeting or add relevant birthday wishes.

    3. Send Now or Schedule your message.

  4. Once you send the message, you will typically receive a confirmation on-screen indicating the message has been dispatched successfully.

Download or Export the Birthday List

  1. In the top-right corner (above the table), locate the Download button (it may appear as a button or dropdown).

  2. Click the dropdown to select whether to export the current list view or All Table entries in CSV or Excel format.

  3. Use this exported file for external reports, personalized greetings, or other offline activities.

Explore Additional Tabs (Optional)

  1. Wedding Anniversaries: Displays a similar table for upcoming anniversaries.

  2. Templates: Create or manage custom templates (for birthdays and anniversaries).

  3. Automated Greetings: Configure automated email/SMS messages sent on birthdays or anniversaries.

🆘Need additional help? Reach out to our support team at [email protected]

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