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How to Send Birthday Cards in Bulk

by Rick Elmore on November 20, 2020


If you run a business or some other large organization, it’s nice to recognize your employees, donors, or clients with a warm, handwritten card on their birthday. It’s an inexpensive way to strengthen relationships and build goodwill.

Of course, if you have dozens, hundreds, or thousands of cards to send each year, you can’t handwrite them all yourself. You need Simply Noted.

Whether you mail 50 birthday cards a year or 5,000, our state-of-the-art handwriting machines can pen them for you automatically and make sure each is mailed to arrive right on time. You set it up one time, and we take it from there. It’s truly “set it and forget it.” On their birthday, each of your recipients will receive your card, created using a real ballpoint pen, filled with joyful birthday wishes. This article will show you just how easy it is to take care of your birthday card list.

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CHOOSE YOUR CARD

The first step is to pick a card. You can choose from one of our attractive designs, or you can upload your own. To begin, click “Birthday Automation” under “Send a Card” at the top of the screen.



You’ll be greeted with a short dialogue box inviting you to begin. Click “Get started!”



You’ll see our current card selection as well as a spot for uploading a custom design. In this case, we’re going to choose the Happy Birthday Brush & Flower card.

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Your design will load behind a second dialogue box prompting you to download our bulk recipient template. It’s a simple Excel spreadsheet with fields set up to accept your recipients’ names, addresses, and birthdays. Click “Download.”



Open our recipients template in Excel or Sheets and complete all the relevant fields for each of your addressees. Double-check their birthdays and addresses for errors as you enter them to make sure your cards are mailed on time and to the right location. When finished, save the template. Make sure you know where it is because you’ll be uploading it to us later.


Organize your Addresses and Birthdays



Now go back to your chosen design in your web browser and type your message. Remember this text will be sent to each of the recipients on your list, so keep it general. Don’t include particulars that might only apply to some.

If you’d like to personalize each message, you can have our system pull fields from the recipient template. An example is found below. The greeting, “Dear [First Name]” will spool through all of the first names on your list. Leslie’s card will read, “Dear Leslie,” while Stan’s card will read, “Dear Stan.”

Adding personalization is easy. Just below the message entry area, you’ll see small blue buttons that read, “First Name,” “Last Name,” “Company,” etc. Clicking any of these will add the proper automation into your message.

As you type it, you’ll see your message appear on a sample card to the left. You can change the font at any time, updating the display.

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Customize your message



Once you’re happy with your message, scroll down the page. You’ll see a button to upload the recipient template you completed earlier. Click “Choose File” and navigate to the Excel document on your hard drive.

Next to “Select Addresses,” you’ll see the total number of recipients you entered. Each member of this list will receive a card on their birthday. Click “Select Addresses.”



To the left, you’ll see a spot to enter your return/sender address. If you’re already a customer and logged in, you can use any of your saved addresses. In this case, we’ll enter a new address.



Enter your return/sender address. Make sure to double-check that you’ve spelled everything correctly.



Now all that’s left to do is add your order to your cart. Click “Add to Cart”!

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In your shopping cart, you’ll see a summary of your order. You can confirm the card design, the number of recipients, and see your final cost.

If you’d like to preview messages for each of your addressees, you can click the arrows to the left and right of the handwritten message area. Our system will move through your recipients list and update addresses and automated fields with the proper information. Browsing through all of your cards like this is an excellent way to check for errors one last time.



If everything looks good, you can click “Proceed to Checkout” at the bottom of the page. You’ll be taken through our simple payment process.



Your Work is Done!

It’s that simple. You can rest assured that your birthday cards will look great and arrive on time. And don’t worry if something changes in the future. If you need to update a mailing address, add or remove recipients, or make any other changes, just give us a call, and we can take care of it for you

There’s simply nothing better than a handwritten birthday card, and no easier way to mail them than Simply Noted. Let us help you honor your employees on their special days or remind your customers just how important they are to you.

If you have any questions about our birthday card automation process or if you’d like to talk with us about anything else, please feel free to give us a call or send us an email. We’ll get back to you a quickly as possible. Welcome to the future of handwritten cards!

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