Automate Birthday eDM

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Hi all,

I am a relative newbie to Microsoft Dynamics CRM.

we are using Dynamics 365 solution with connection to Click Dimensions for our Marketing implementation and our offer is a B2C program.

We have our system set so that we have a calculation that allows a 'next birthday' field available to automate birthday email sends.

My query is - what is the process to automate a template to be personalised and send to someone on either the day of or day before their birthday, and also ensure that the person receiving the send cannot receive it more than once in 11 months (ensuring changes of birthdate do not allow for multiple sends). All of our data is retrieved from Source Data based on an App and transactions and changes made in said App, source data overrides CRM data were fields are linked.

Any assistance would be great!

Thanks

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AndrewLy365lyf 6 Most Valuable Professional on at

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Hi AllyC,

I would create an attribute on the contact record called Yearly Birthday Email Sent (Boolean). Then using the initial workflow that you used to perform the email send change the initial criteria to "when Yearly Birthday Email Sent = False), perform the send, then Set this flag to True.

Finally, have a separate workflow triggered on update of Contact : Yearly Birth Email Sent, and set the criteria to "if the Yearly Birthday Email Sent = True" wait for 11 months and then set this to False.

The above would work purely out of the box. You could also write a plugin that performs the second workflow across all contacts, that would avoid you triggering jobs for all your contacts.

Hope that helps.

Regards,

Andrew

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