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How to create an Anniversary Checklist?

edited May 3, 2023 1:17PM in Journeys 1 comment

Summary: Hi Team,

Can you please advise in regards to the below process:

We are trying to create two checklists: one for Anniversary Checklist and one for Birthday Reminder for managers and we are trying to find a way to connect the birth date/ hire date of the employees from the system with the Journey notifications.

Content (required): How can an Anniversary Checklist for Line Managers with 2 tasks be created :1) Work anniversary task (so the notification triggers 7 days before the anniversary date)and 2) Birthday reminder (so the notification triggers 7 days before the birth date of the employee).

Thank you for your support,

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