How to update your staffs date of birth or start date

To start, you will want to be logged in and then click on the "My Contacts" icon in the menu area.

Next you will want to find and "View Profile" for the staff contact that you will want to update the information for

In the popup you will then be able to click "edit"

On the edit page you will have the 2 date fields that you can now edit and save

• Related Articles

• How to update your clients date signed

  To start, you will want to be logged in and then click on the "My Contacts" icon in the menu area. Next you will want to find and "View Profile" for the client contact that you will want to update the information for In the popup you will then be ...

• How to update the dates on your automation recipients manually entered or uploaded via a CSV

  When you are updating or changing your automations and editing your recipients, you may want to update the dates on the recipients uploaded manually or via a CSV. To do this you will need to edit the recipient list where you will see the following: ...

• How to update your company branding

  As part of gifting on the site, you can set your company branding. We recommend that you set up your company branding before heading to your order or campaign pages. This way you will be ready to go before you checkout. Additionally, you can set up ...

• How to set up an email campaign?

  To start, make sure you are looking at your campaign list by clicking on the "megaphone" icon in the menu area. 1. Click on the "Start new email campaign" button 2. First, make sure to set a name or your new campaign. It will help you identify what ...

• How to set up a link/QR campaign?

  To start, make sure you are looking at your campaign list by clicking on the "megaphone" icon in the menu area. 1. Click on the "Start new link/QR campaign" button 2. First, make sure to set a name or your new campaign. It will help you identify what ...