Customer Service:Birthday Card-Shareholder Birthday Club

Overview

All Shareholder Store’s staff members are invited to participate in The Birthday Club.

Everyone in the club is sent a Birthday Card and depending upon the wishes of management sometimes a small gift is sent as well.

A store member can be added by contacting uniPHARM’s Customer Service either by phone, fax or email. It is up to the store to let Customer Service know if someone is no longer at the store or a new staff member is to be added.

This task is currently completed weekly by a designated member of the uniPHARM Customer Service team. If the Customer Service Representative who is contacted is not the appropriate team member who maintains the club list they can transfer the call to the appropriate team member or inform the designated team member of the addition or deletion of the card/gift recipient via word of mouth or email.

Shareholder Birthday Club Listing

1. Click the Shareholder Birthday Club Listing [1]
2. There is allot of information that you can draw from on this spreadsheet. It is arranged vertically in chronological order and horizontally by year.
3. Under the year you input the gift given.
4. If the recipient was not added until the next year there is an X placed in the cell.
5. As stores let us know of new Employees we add them.
6. If an Employee has left we cut the record and copy it to the Removed tab
7. Note the date removed and if there was a reason next to the record

Preparing the Birthday Card

1. Once a week uniPHARM sends out mail to all the Shareholder Stores (currently it is placed in a mailbag by a warehouse staff person on Wednesday afternoons).
2. Either the day before or the morning of mail day take a look at the Birthday Club list to determine if there is anyone who is listed within the next shipping week up to the following Friday (for those stores that are a 2 day delivery).
3. Click the link to open the Birthday Club template [2]
4. Make any changes (employee, message, etc) and save the template

Printing the Birthday Card

1. Place the birthday card in the first tray of the printer (lp05-near Finance)
2. The blank side should be facing up and the Happy Birthday on the card should be on the right side, top edge
3. Click File/Print/Printer Properties/Quality and unclick Print text as black and Print in black and white
4. Click Paper/Finishing and change Paper type to Heavy and paper source/tray to Tray 1
5. Click OK and click Print
6. Write the name of the birthday person and any personal message.
7. On the envelope write the recipients name and store.
8. Take the envelopes to the Shareholder internal mailboxes and put in the appropriate box before the weekly mail gets packed up (usually after lunch on Wednesdays)