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Sorry this might be a newbie question, but I couldn’t figure out how to do a happy birthday to a user. We have 2 fields, 1 is date_of_birth in date format YYYY-MM-DD, 1 is month_of_birth which is in number format.

The part I’m stuck at is that I’m trying to use segmentation to create a segment contains users that birthday is today, but Iterable checks for exact match for the date including the year, so even if the day and month match, but the year doesn’t match (so lets say this year is 2024, but user birth_of_date is 1996-10-23), then it cannot segment.

So in general, what would be the suggestion for me to do a birthday journey/workflow if I have a field containing user’s birthday in my data. Thanks.

Hi Alvin,

 

I’m not sure this is still the best way to do this, but in the past when I’ve built out birthday campaigns, I’ve needed to add a “next_birthday” field in either Segment or my reverse ETL that performs the date parsing and calculation of the user’s next upcoming birthday and pushes the new field to the user profile in Iterable. Regardless of which tool you use, it’s a very simple function that should take whoever on your team handles that sort of task less than 30 minutes to write, test, and deploy to production.

 

Once you have the field set up and syncing to your user profiles in Iterable, the next steps to set up the birthday campaign are:

  1. Set up a dynamic list that pulls in all users whose “next_birthday” field matches today’s date (i.e. “next_birthday” is before {tomorrow} and is after {yesterday})
  2. Set up a Journey that triggers daily using that list
  3. Plug in desired campaign content and send

 

I know that’s probably not as simple of a solution as you’d have hoped for and perhaps there is a better solution out there that I am not aware of, but that’s how I’ve always configured birthday campaigns in the past.

 

Hope that’s helpful - let me know if you have any follow-up questions!

Hi Alvin,

 

I’m not sure this is still the best way to do this, but in the past when I’ve built out birthday campaigns, I’ve needed to add a “next_birthday” field in either Segment or my reverse ETL that performs the date parsing and calculation of the user’s next upcoming birthday and pushes the new field to the user profile in Iterable. Regardless of which tool you use, it’s a very simple function that should take whoever on your team handles that sort of task less than 30 minutes to write, test, and deploy to production.

 

Once you have the field set up and syncing to your user profiles in Iterable, the next steps to set up the birthday campaign are:

  1. Set up a dynamic list that pulls in all users whose “next_birthday” field matches today’s date (i.e. “next_birthday” is before {tomorrow} and is after {yesterday})
  2. Set up a Journey that triggers daily using that list
  3. Plug in desired campaign content and send

 

I know that’s probably not as simple of a solution as you’d have hoped for and perhaps there is a better solution out there that I am not aware of, but that’s how I’ve always configured birthday campaigns in the past.

 

Hope that’s helpful - let me know if you have any follow-up questions!

Hi Drake,

 

Thanks for the suggestion. I have to admit it’s not as straight forward as I hoped it to be, since I thought that happy birthday flow would be a common flow, so there should be a simple way to do it. Anyways, I will try it. Thanks again.

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