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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Segment: All Contacts ...
Customer experience | Sales, Customer Insights,...
Answered

Segment: All Contacts where Date is equal to Today

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Posted on by Stephani

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.

I have the same question (0)
  • cloflyMao Profile Picture
    cloflyMao 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
    Petit Hibou on at

    Hi Stephani,

    you can also use a partial date filtering:

    pastedimage1604316290856v1.png

    HTH

    BR

    Elena

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