Quick Start
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Getting Started
Learn the basics of setting up your eWish account and sending your first automated emails.
Account Management
Manage your account settings, billing, subscription plans, and user permissions.
Email Templates
Customize your birthday and anniversary email templates to match your brand.
Contact Management
Add, import, and organize your contacts and their important dates.
Billing & Plans
Understand pricing, manage subscriptions, and handle billing questions.
Troubleshooting
Resolve common issues with email delivery, account access, and technical problems.
Getting Started with eWish
Step-by-Step Setup Guide
Create Your Account
Sign up using your Google account or create a new account with your email address.
Tip: Using Google OAuth provides faster setup and easier account recovery.
Choose Your Plan
Select the plan that fits your organization size:
- Free: Up to 100 members (perfect for small organizations)
- Celebrate: 101-1000 members ($49/month)
- Celebrate Pro: 1001-5000 members ($89/month)
Add Your Contacts
Import your contact list via CSV upload or add contacts manually.
Required Information: Name, Email, Birthday/Anniversary dates
Customize Email Templates
Personalize your birthday and anniversary email templates with your organization's branding.
Set Email Preferences
Configure when emails are sent and add yourself to CC/BCC for notifications.
Test & Launch
Send test emails to verify everything works correctly, then activate automated sending.
Important: Test emails before launching to ensure deliverability and formatting.
Account Setup & Management
Account Settings
- • Update your profile information
- • Change your password
- • Manage notification preferences
- • Set your timezone
- • Configure privacy settings
Organization Settings
- • Add your organization details
- • Upload your logo
- • Set default email signature
- • Manage team member access
- • Configure organization-wide preferences
Email Templates & Customization
Creating Custom Email Templates
Template Variables
Use these variables to personalize your emails:
{{name}} - Contact's full name
{{first_name}} - Contact's first name
{{email}} - Contact's email address
{{date}} - Birthday or anniversary date
{{organization}} - Your organization name
{{sender_name}} - Your name as sender
Template Best Practices
- • Keep subject lines personal and engaging
- • Use a warm, friendly tone
- • Include your organization's branding
- • Test templates before activating
- • Ensure mobile-friendly formatting
Contact Management
Adding Contacts
Manual Entry
Add contacts one by one through the dashboard interface.
CSV Import
Bulk upload contacts using our CSV template.
CSV Format: Name, Email, Birthday, Anniversary (optional)
Managing Contact Data
- • Edit contact information anytime
- • Add multiple important dates per contact
- • Organize contacts into groups
- • Export your contact list
- • Bulk delete or update contacts
Troubleshooting
Check these common issues:
- Verify email addresses are correct
- Check your spam/junk folder
- Ensure your account is active and not suspended
- Confirm your email templates are properly formatted
- Check if you've exceeded your plan's email limits
To change your subscription plan:
- Go to Account Settings > Billing
- Click "Change Plan"
- Select your new plan
- Confirm the change and update payment method if needed
- Your new plan will be active immediately
Yes! You can customize when emails are sent:
- Set specific times for birthday emails (e.g., 9:00 AM)
- Choose different times for anniversary emails
- Configure timezone settings for accurate delivery
- Set up advance notifications (send 1 day early, etc.)
Follow these steps to import contacts:
- Download our CSV template from the Contacts page
- Fill in your contact information using the correct format
- Click "Import Contacts" and select your CSV file
- Review the preview and fix any errors
- Confirm the import to add contacts to your account
Frequently Asked Questions
Yes, we take data security seriously. We use industry-standard encryption, secure data centers, and regular security audits. Your contact information is never shared with third parties and is protected by strict privacy policies.
Absolutely! You can cancel your subscription at any time from your account settings. Your service will continue until the end of your current billing period, and you can export your data before canceling.
Yes! We offer email support for all users, priority support for Celebrate plan users, and dedicated support for Celebrate Pro users. You can reach us through the contact form below or email [email protected].