Story 1.0.3.1. CRM. Birthday email to candidates

Content

General info

Enhance the CRM system by implementing the functionality of sending automated birthday emails to candidates. Include the ability to unsubscribe from birthday emails through an unsubscribe group, ensuring communication preferences are respected.

User story

As a CRM user,
I want the system to automatically send a birthday email to candidates on their birthday,
So that we can maintain engagement and foster relationships with candidates on their special day.


RT-4529

Получение подробных данных проблемы…
СТАТУС

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Acceptance Criteria

01

Scenario: Automatic Birthday Email Sending
Given a candidate has a birthday today,
When the system checks for candidates with birthdays,
Then it should automatically send a pre-configured birthday email to the candidate.

02

Scenario: Customizable Email Template
Given the need to send birthday emails,
When I configure the system,
Then I should be able to customize the birthday email template with placeholders for candidate names, and company branding.

03

Scenario: Email Tracking
Given the birthday emails are sent automatically,
When a candidate receives the email,
Then the system should log that the birthday email was sent in the candidate’s communication history.

04

Scenario: Unsubscribe Link in Birthday Email
Given a candidate receives a birthday email,
When they open the email,
Then there should be an unsubscribe link for them to opt-out of birthday emails specifically.

05

Scenario: Unsubscribe from Birthday Email Group
Given a candidate clicks the unsubscribe link in the birthday email,
When they are redirected to the unsubscribe page,
Then they should be able to choose to opt-out of birthday emails without impacting other communications.

06

Scenario: Confirmation of Unsubscribe
Given a candidate opts out of birthday emails,
When they confirm their decision,
Then the system should update their preferences and send them a confirmation of successful unsubscription.

07

Scenario: Exclude Unsubscribed Candidates
Given a candidate has opted out of birthday emails,
When the system checks for candidates with birthdays,
Then it should exclude candidates who have unsubscribed from the birthday email group.

08

Scenario: Communication Preferences in CRM
Given a candidate has opted out of birthday emails,
When a CRM user views the candidate’s profile,
Then the system should reflect that the candidate has unsubscribed from birthday emails.

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