> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cf-staging.co.uk/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# App user’s service anniversary

Want to celebrate your team's service anniversary? This functionality allows you to automatically send a notification, with the option to award points on their service anniversary.

**❗Please note:** This automation will only work if a service anniversary date has been added to the app user's account alongside the automation being activated.

**Step 1**: To find out how many users need their service anniversary added. Head to the automations section, hover over the red information icon to the right of the automation:

[![](https://storage.crisp.chat/users/helpdesk/website/-/8/a/b/b/8abb7cdfafdf3000/571552fe-2828-434e-9089-f031cc_1wtve31.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788710/5b55e9ace67bf74fd3d78d722ada/image.png?expires=1790073900&signature=080886d33656bde99221352d938a55b0083186cf2c02478f250b72e35656c851&req=diAhF852lYZeWfMW1HO4zfGOtg8YWD41lNgEWi%2BlqYpu0VOD42Xul%2F1gmrDc%0AwDq%2FHtCYrMFuIspWrlk%3D%0A)

**Step 2:** Click the link to download a list of users with the date missing:

[![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/f/c/1cfcb2c6e5797000/2d6689dd-faa3-4cf1-a378-6f678d_n8txfz.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788707/0f1d118cff6a24ee1d8d8b443119/image.png?expires=1790073900&signature=35f4be5b3ed22e2f75b87d66fbd06012f97d5936d3671ed3dbad5ea003b5aae8&req=diAhF852lYZfXvMW1HO4zVWpA2wa942grCMDmTPYGEuP8Ovz8giFJkmRNbfH%0ATHW6KZ2ipEWYD168KpM%3D%0A)

If you have multiple users needing updating, complete the empty cells in the download, then save as a CSV file:

[![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/d/6b4d31e9a948bc00/10ce10fa-f5cc-4d84-a1f7-948691_1x19jav.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788706/e57ac95de05d1c6e36d196bc7af4/image.png?expires=1790073900&signature=093291afdfb57d66a680e1125998e22ed786464867dada40075d0ddf90fd34f9&req=diAhF852lYZfX%2FMW1HO4zTfRBgP1feIkcKQdMjNLqQP%2FL9w068YW53eSlCku%0AqY%2BJsKpToavffa2U%2Bi0%3D%0A)

**Step 3:** Attach the CSV file and email it to [[email protected]](/cdn-cgi/l/email-protection#5625232626392422163537243330243f3338322578353978233d), and we can update this for you **🤩**

❗Only users with manage account settings can set up automated service anniversary points - contact us at: [[email protected]](/cdn-cgi/l/email-protection#95e6e0e5e5fae7e1d5f6f4e7f0f3e7fcf0fbf1e6bbf6fabbe0fe) to find out more.

**Step 1:** Head to Automations on the left:

[![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/8/3/f283cfc2ee7b0000/b6d1619f-5ef5-4f75-a147-1cbee5_3ms8p4.png)](https://downloads.intercomcdn.com/i/o/myurolee/2027379809/577d2fcd38c8b9f031d1a5dd989a/image.png?expires=1790073900&signature=5d78fd96064dbf0391ca01f8ec6e75230b6ac879d2509972231bbd322065f626&req=diAlEcp5lIlfUPMW1HO4ze0A0bugy4q11sfrzxZK82hMD1M6NY3idvjedTlA%0AguAOWjM5O9T03R4MDEQ%3D%0A)

**Step 2:** To the right of the automation titled: App user's service anniversary, click the three-dot icon to the right and select view/edit automation:

[![](https://storage.crisp.chat/users/helpdesk/website/-/6/1/d/e/61dea9f588b01400/2ab02981-92d0-4ee6-86de-94b058_1em2r0.png)](https://downloads.intercomcdn.com/i/o/myurolee/2030564992/7cba456275f8b1c07e90afdc935c/image.png?expires=1790073900&signature=a7af34cbc2ba11a3b99093819db7ba42faebe191ee542b8cf42f4a3a4e27db37&req=diAkFsx4mYhWW%2FMW1HO4zeu6saDOvLo0r1WkTbza8VxAOtLIPktiT%2FcDxM%2BW%0AvYmmRCbJCGrQHvdhgZ4%3D%0A)

**Step 3:** Click the first drop-down menu and select the number of points you wish to award. Enter 0 if you would only like to send a notification:

[![](https://storage.crisp.chat/users/helpdesk/website/-/f/1/9/a/f19af225bfdc9800/a41c1812-78e0-4b80-816f-26dcb2_1uwp805.png)](https://downloads.intercomcdn.com/i/o/myurolee/2030647607/aea90d1ccb2e447bee7d8800047e/image.png?expires=1790073900&signature=409760a54352d2dd35c9e2738e169966bc03a0f4c189f7cdecf39fbb030b39c7&req=diAkFs96modfXvMW1HO4zSLjA2Kx0u7DKRue%2BzOM0TnaR1tzCQYju32ceamp%0A%2Bu7pfZ9NOD0aNxkuS0s%3D%0A)

**Step 4:** In the second drop-down, the title will be pre-populated. If you wish to edit this, click in the box to make edits as desired:

[![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/0/57c0b090bc8d7800/cb460963-5b79-44fc-9d40-fe24de_m2ty23.png)](https://downloads.intercomcdn.com/i/o/myurolee/2030737781/2580b6302002a40bb418420bb0cc/image.png?expires=1790073900&signature=cf047428c652d6400e653ff0dde7f3a3518237beb1fe9ac54361dbba1929da89&req=diAkFs59moZXWPMW1HO4zdFR%2B9%2FBepJdiphnIerbr7nyaFIQsUrtdXuMgXG5%0A0oZoclgnPYFgyQza7AI%3D%0A)

**Step 5:** In the second drop-down, the message will also be pre-populated. If you wish to edit this, click in the box to make edits as desired.

[![](https://downloads.intercomcdn.com/i/o/myurolee/2030750911/bf16ca81d2aeb252c76e9ac29443/image.png?expires=1790073900&signature=6d446d444b32885c94db07d660a48d6ef619f9c32be6dd88371f9c22c1c3071f&req=diAkFs57nYheWPMW1HO4zde4JebNl6QBmO6hZek2pDZBmHfUHVUYn1O%2FcghY%0Ay4wiejvDg5YkW9wzOiE%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2030750911/bf16ca81d2aeb252c76e9ac29443/image.png?expires=1790073900&signature=6d446d444b32885c94db07d660a48d6ef619f9c32be6dd88371f9c22c1c3071f&req=diAkFs57nYheWPMW1HO4zde4JebNl6QBmO6hZek2pDZBmHfUHVUYn1O%2FcghY%0Ay4wiejvDg5YkW9wzOiE%3D%0A)

To add custom fields (these will personalise the notification message automatically), simply click on **'Insert custom text'** in the top right of the message box and select the custom data you wish to include in your message:

[![](https://downloads.intercomcdn.com/i/o/myurolee/2051520295/d3ca81b83e3edfec6968a4f572f7/image.png?expires=1790073900&signature=51fca25b61c2ba51603799799341e72bd8a8aee196adb1cdc16067d3edf97f6b&req=diAiF8x8nYNWXPMW1HO4zWlLsU1IqlKl%2BHjxbsuxMVl75FLwDv3iDEQzGjI0%0Asq62lpegcglkGVFXUs4%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2051520295/d3ca81b83e3edfec6968a4f572f7/image.png?expires=1790073900&signature=51fca25b61c2ba51603799799341e72bd8a8aee196adb1cdc16067d3edf97f6b&req=diAiF8x8nYNWXPMW1HO4zWlLsU1IqlKl%2BHjxbsuxMVl75FLwDv3iDEQzGjI0%0Asq62lpegcglkGVFXUs4%3D%0A)

You can also add bold text or emojis to your message by heading here:

[![](https://downloads.intercomcdn.com/i/o/myurolee/2051520294/6c4166838815e0afe1635e821f77/image.png?expires=1790073900&signature=a954d52baf856fefde58ca1178c048fa7e27b81d544f59086c14eae9e785649b&req=diAiF8x8nYNWXfMW1HO4zfY747gV2CwZ6vm%2B1Sc%2BlJO5Y3lm0%2BeC4%2FHp4h51%0AuR6zyVIVzxNBDlQ%2F1Zg%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2051520294/6c4166838815e0afe1635e821f77/image.png?expires=1790073900&signature=a954d52baf856fefde58ca1178c048fa7e27b81d544f59086c14eae9e785649b&req=diAiF8x8nYNWXfMW1HO4zfY747gV2CwZ6vm%2B1Sc%2BlJO5Y3lm0%2BeC4%2FHp4h51%0AuR6zyVIVzxNBDlQ%2F1Zg%3D%0A)

**Step 6:** When done, click **Save.**

[![](https://downloads.intercomcdn.com/i/o/myurolee/2030754270/c425ee4851ed588bdb964ec71f48/image.png?expires=1790073900&signature=53961340f6233ce4ea2d91d61e7b71686fbff450232208f25eafa0db2b30b62c&req=diAkFs57mYNYWfMW1HO4zcXSc5v3RibJzQU0j9Nv%2BkO9htcqg0tnKJfpzjza%0A1h5FZdNNJMC6d1B1M7I%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2030754270/c425ee4851ed588bdb964ec71f48/image.png?expires=1790073900&signature=53961340f6233ce4ea2d91d61e7b71686fbff450232208f25eafa0db2b30b62c&req=diAkFs57mYNYWfMW1HO4zcXSc5v3RibJzQU0j9Nv%2BkO9htcqg0tnKJfpzjza%0A1h5FZdNNJMC6d1B1M7I%3D%0A)

**Step 7:** To activate this automation, click the three-dot icon and then activate:

[![](https://downloads.intercomcdn.com/i/o/myurolee/2027379816/7a938b5f752f29276b1dc856e2b3/image.png?expires=1790073900&signature=a39a989ab6a8341d79810a9ae82b8efb05b3690641c7f21f857fde3866a6cddd&req=diAlEcp5lIleX%2FMW1HO4zY6f2tGNiPGxOYdzDHpLpqzbX93VxRGUwCIS1iBi%0A1i%2BNYSgPhP6j%2F0QWww8%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2027379816/7a938b5f752f29276b1dc856e2b3/image.png?expires=1790073900&signature=a39a989ab6a8341d79810a9ae82b8efb05b3690641c7f21f857fde3866a6cddd&req=diAlEcp5lIleX%2FMW1HO4zY6f2tGNiPGxOYdzDHpLpqzbX93VxRGUwCIS1iBi%0A1i%2BNYSgPhP6j%2F0QWww8%3D%0A)

And that's it! The notification (and points if added) will be sent to the user each year on their service anniversary! 🎉

If you wish to turn this automation off, simply repeat step 7 and click deactivate.

If you need any support, please click on the chat icon in the bottom right of the screen and we will be happy to help 😊