Manage automatic birthday celebrations

W!N can automatically plan birthday cards, live celebrations, and optional cake deliveries using members’ birthdays. Roam admins manage the company’s birthday plan.

Open Celebration Settings

1. Click W!N in the bottom toolbar.
2. Select Administration > Celebrations.
3. Open Settings.

Birthday Cards & Celebrations must be enabled in Administration > Features & Funding.

Choose Recipients and Scheduling

In Birthday Plan, choose whether the plan is active and who receives celebrations: everyone or selected user groups.

Choose how far ahead birthdays are scheduled and how weekend birthdays are handled: on the birthday, the previous workday, or the next workday.

Ask members to add their birthday so W!N can plan their celebration.

Choose What Is Included

• Card & Cake: Configure the birthday card and optional delivered cake. Cakes require W!N funding and are expected to cost under $100, and never more than $150 including delivery. US delivery only, subject to availability.
• Live Celebration: Choose the live celebration settings and song. The honoree chooses when they are ready to start and can change the time or skip the live celebration.
• Song Library: Manage your company’s uploaded songs and defaults.

Manage an Individual Birthday

Open a birthday from Administration > Celebrations to review its card, cake, and live celebration. Use the available editing and celebration controls to adjust that birthday.

Some changes are unavailable after a cake order has begun or a celebration has already taken place. Review the individual birthday’s status before making changes.