> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://staging.chrisp.chat/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/-/2/f/0/0/2f004d7d3490d600/946a9a6d-5a7d-432e-ae30-e15141_a1aycf.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788710/5b55e9ace67bf74fd3d78d722ada/image.png?expires=1790070300&signature=260159215d2f7367015d01d6884138d352c88d2a1f32f1dbc981a3af2ed351f9&req=diAhF852lYZeWfMW1HO4zfGOtg8YWD0%2FlNgEWi%2BlqYqlQTzSmNpFJF7ge4%2BX%0AJ6Ijxlqo3a2W1JPsqdo%3D%0A)

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

[![](https://storage.crisp.chat/users/helpdesk/website/-/2/d/a/c/2dac28cd5b779200/6e02ba36-8e29-4652-8906-21c8e1_1qrmeo.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788707/0f1d118cff6a24ee1d8d8b443119/image.png?expires=1790070300&signature=7e000b3b74a07502801db4ae52dd215aa936da3064b314466dbe21199c055894&req=diAhF852lYZfXvMW1HO4zVWpA2wa946qrCMDmTPYGEst1p8hGXw37Oi86OSb%0AJEW%2BgGwVbbU29KPb0Bo%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/-/5/2/5/f/525f58bab0532000/41dd106d-57bc-4ca1-8774-10df3b_15alkoz.png)](https://downloads.intercomcdn.com/i/o/myurolee/2061788706/e57ac95de05d1c6e36d196bc7af4/image.png?expires=1790070300&signature=384e05b1ebb90c9787461bc6f0854ef4178cfeefdc57aa6c7968b604c35ea7c1&req=diAhF852lYZfX%2FMW1HO4zTfRBgP1feEucKQdMjNLqQNnCCyCs%2BtFMDN8xVGa%0AmkKm0udZRHVnoHz91js%3D%0A)

**Step 3:** Attach the CSV file and email it to [[email protected]](/cdn-cgi/l/email-protection#7f0c0a0f0f100d0b3f1c1e0d1a190d161a111b0c511c10510a14), 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#b2c1c7c2c2ddc0c6f2d1d3c0d7d4c0dbd7dcd6c19cd1dd9cc7d9) to find out more.

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

[![](https://storage.crisp.chat/users/helpdesk/website/-/2/3/6/0/2360a62976947800/11537183-14c7-47ec-8171-039e3e_1icx3h1.png)](https://downloads.intercomcdn.com/i/o/myurolee/2027379809/577d2fcd38c8b9f031d1a5dd989a/image.png?expires=1790070300&signature=9bdead024ea1c979112c2c98a21da0516a9d5a1f9f4fe4581f2df5c8a69356c3&req=diAlEcp5lIlfUPMW1HO4ze0A0bugy4m%2F1sfrzxZK82hxzA6lwVESV4SMRwV1%0AYMO43w3Q5AQ6E1MLGD4%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/d/7/9/6d79892b64710c00/e71ba161-23c1-4176-a9ca-210e16_1ceaodc.png)](https://downloads.intercomcdn.com/i/o/myurolee/2030564992/7cba456275f8b1c07e90afdc935c/image.png?expires=1790070300&signature=a79460703eed354d3910f2688aac889308de74e7164311fa400ac104bfd8af7f&req=diAkFsx4mYhWW%2FMW1HO4zeu6saDOvLk%2Br1WkTbza8VyEOlQvC3l9F0Vusjnj%0Ad6H0s9PbNcLhOMQEE%2B8%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/-/9/d/a/a/9daa1f95fa2bf000/db2a1bc4-af1d-4616-b9fc-e9f501_s2mmsw.png)](https://downloads.intercomcdn.com/i/o/myurolee/2030647607/aea90d1ccb2e447bee7d8800047e/image.png?expires=1790070300&signature=eedd92f51654112a7a22eb9cb7bde23c2f8a551281c50d6cef2f1bf9f121ef0a&req=diAkFs96modfXvMW1HO4zSLjA2Kx0u3JKRue%2BzOM0Tkicfbfk7lJAKApFme%2F%0AZNUVcdX%2FqzjcVbKEQsw%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/-/4/3/b/b/43bbba7de4679000/d141946c-25b9-4b52-a692-449eb6_ls3e3n.png)](https://downloads.intercomcdn.com/i/o/myurolee/2030737781/2580b6302002a40bb418420bb0cc/image.png?expires=1790070300&signature=9583e45a42ae561905809cb83ef69fc1a0fcede7ae3f35af40986db2b6d2308e&req=diAkFs59moZXWPMW1HO4zdFR%2B9%2FBepFXiphnIerbr7krVfNEOrJHil9KBvsg%0A5ZUu2e2CCI9IlaQlMEI%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=1790070300&signature=a631d4f2495b3a66b78d7162656fcd30c679305c7169afc6cb5c0e49c6245b23&req=diAkFs57nYheWPMW1HO4zde4JebNl6cLmO6hZek2pDaYyEp67jp1hHqJ7Yij%0AHgJDXsVNKekf7aAunmY%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2030750911/bf16ca81d2aeb252c76e9ac29443/image.png?expires=1790070300&signature=a631d4f2495b3a66b78d7162656fcd30c679305c7169afc6cb5c0e49c6245b23&req=diAkFs57nYheWPMW1HO4zde4JebNl6cLmO6hZek2pDaYyEp67jp1hHqJ7Yij%0AHgJDXsVNKekf7aAunmY%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=1790070300&signature=68166dfcf0d10b1fd48b5038f22109c146c14114bee167a648cb6f03b69a91fe&req=diAiF8x8nYNWXPMW1HO4zWlLsU1IqlGv%2BHjxbsuxMVkuH5G7DTzY8y0gg%2FaP%0Ao88YLjEW%2FLwfp78tC%2FI%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2051520295/d3ca81b83e3edfec6968a4f572f7/image.png?expires=1790070300&signature=68166dfcf0d10b1fd48b5038f22109c146c14114bee167a648cb6f03b69a91fe&req=diAiF8x8nYNWXPMW1HO4zWlLsU1IqlGv%2BHjxbsuxMVkuH5G7DTzY8y0gg%2FaP%0Ao88YLjEW%2FLwfp78tC%2FI%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=1790070300&signature=d7e974270478c03429b30e81cf6612ac6b67aef42ad85fa0267811f6a7417856&req=diAiF8x8nYNWXfMW1HO4zfY747gV2C8T6vm%2B1Sc%2BlJM6%2BtVI2UvSLJN48r9W%0ADVz32mHJYib7uYqd%2BRc%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2051520294/6c4166838815e0afe1635e821f77/image.png?expires=1790070300&signature=d7e974270478c03429b30e81cf6612ac6b67aef42ad85fa0267811f6a7417856&req=diAiF8x8nYNWXfMW1HO4zfY747gV2C8T6vm%2B1Sc%2BlJM6%2BtVI2UvSLJN48r9W%0ADVz32mHJYib7uYqd%2BRc%3D%0A)

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

[![](https://downloads.intercomcdn.com/i/o/myurolee/2030754270/c425ee4851ed588bdb964ec71f48/image.png?expires=1790070300&signature=cda8b15b56b6692a5da0b7892a10ebfcf5d8e08a0e4748a4d2266ce667bb98a2&req=diAkFs57mYNYWfMW1HO4zcXSc5v3RiXDzQU0j9Nv%2BkP0mx4UJ60UjmiP3o0B%0Ap1RMOb9iF0WRSMhmUWM%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2030754270/c425ee4851ed588bdb964ec71f48/image.png?expires=1790070300&signature=cda8b15b56b6692a5da0b7892a10ebfcf5d8e08a0e4748a4d2266ce667bb98a2&req=diAkFs57mYNYWfMW1HO4zcXSc5v3RiXDzQU0j9Nv%2BkP0mx4UJ60UjmiP3o0B%0Ap1RMOb9iF0WRSMhmUWM%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=1790070300&signature=bd0aa65549c31c4a0e802f263de7ed4d0e552e26a9c27802a57a9c62543718ce&req=diAlEcp5lIleX%2FMW1HO4zY6f2tGNiPK7OYdzDHpLpqwz3TeuIknvZlZPFKnx%0A5teD66%2FlyqcxnT5GO38%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2027379816/7a938b5f752f29276b1dc856e2b3/image.png?expires=1790070300&signature=bd0aa65549c31c4a0e802f263de7ed4d0e552e26a9c27802a57a9c62543718ce&req=diAlEcp5lIleX%2FMW1HO4zY6f2tGNiPK7OYdzDHpLpqwz3TeuIknvZlZPFKnx%0A5teD66%2FlyqcxnT5GO38%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 😊