0

I want to send a birthday email.

So I already connect both the cloud and get the record of contact object into the sync data extension and I also created a standard data extension in marketing cloud.

Now when I am creating Automation Studio and select first activity as a query which will update my standard data extension.

Now my question how to send an email who has a birthday today only?

So can anyone suggest me a query to achieve this?

Note: I created one field in contact named "Birthday" and another field in contact is for "BirthdayCurrentYear" this is the formula field.

  • If your birthdate is in one field, then it would be simpler to user a filter definition instead of a query. – Harley Aug 30 '18 at 13:48
  • @harley Ok!! so if i am using filter definition and testing the automation with the same year and date i don't receive any email. so, my approach is - I created Automation in which i am adding 3 steps. 1. Create a query which get all the data from syn data extension to standard data extension . 2. Create a filter definition in which i add a filter for (Formula field which i created to get current year) so the filter is field Name equals to today(). 3. Add email. – user59741 Aug 30 '18 at 13:55
2

While there are a handful of ways to do this, I think you are looking for this one. Hope this helps. When I run the below today, it send me 2 of the 3 people in the DE. Best of luck to you!


  1. Ensure your DE a) sendable, and b) has the is a “date” type. You can see it’s a date by the calendar icon in the Name column to the left of the word "Birthday."

enter image description here enter image description here

  1. In Email > Subscribers, create a filter for a) Data Extension, and b) make the filter “anniversary of” today.

enter image description here enter image description here

  1. Go into Automation Studio-activites, create a filter that selects the filter made in #2 as the “Filter Definition.”

enter image description here

  1. Go into Email > Content and then build an email.

enter image description here

  1. Go into Automation Studio-activites, create an email that selects the email made in #4 and use your DE in the “select audience” step.

enter image description here

  1. Create a new automation. 6a. I’m assuming Starting Source = Schedule 6b. 1.1 Will be the filter you built in automation studio 6c. 2.1 Email will be the email you built in automation studio.

enter image description here

| improve this answer | |
  • Thanks so much !!! I am going to implement this now. – user59741 Aug 31 '18 at 8:25

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy