web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Segment: All Contacts where Date is equal to Today

(0) ShareShare
ReportReport
Posted on by 4

I want to create a segment of all contacts whose anniversary date is the current day.  Then, upon the customer's anniversary date, they will receive an email.

Is there a way to do this?  I only see an option for hard coding the date.

  • cloflyMao Profile Picture
    25,210 on at

    Hi Stephani,

    Please check whether "Birthday is today" template works for you.

    pastedimage1603848197325v1.png

    pastedimage1603848323632v2.png

    And we can add add Today filter by following steps:

    1. Click two arrows icon, select "Relative date". 

    pastedimage1603848811117v1.png

    2. Set the day(s) field to 0.

    pastedimage1603848936994v2.png

    Regards,

    Clofly

  • Verified answer
    Petit Hibou Profile Picture
    on at

    Hi Stephani,

    you can also use a partial date filtering:

    pastedimage1604316290856v1.png

    HTH

    BR

    Elena

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daniyal Khaleel Profile Picture

Daniyal Khaleel 103 Most Valuable Professional

#2
11manish Profile Picture

11manish 63 Super User 2026 Season 2

#3
Travis South Profile Picture

Travis South 46

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans