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Customer experience | Sales, Customer Insights,...
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Birthday select in Marketinglist

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Posted on by 10
How can contacts who have their birthday "today" and turn 30 be selected in a marketing list?
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  • Community Member Profile Picture
    on at
    RE: Birthday select in Marketinglist

    Hi A.Wicki,

    Could you answer my question thus I can help you further on this case? What exactly do you want to do with this request?

    If possible, please write down your specific requirements.

  • A.Wicki Profile Picture
    10 on at
    RE: Birthday select in Marketinglist

    Using a "dynamic marketing list" in MSD365, contacts are to be found who will be 30 years old "today". They will then receive a birthday card.

    With the "advanced search" it doesn't seem to be possible to filter out exactly these contacts.

    But maybe I don't know the best way yet.

    Maybe you can help me further.

    Thank you very much.

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Birthday select in Marketinglist

    Hi A.Wicki,

    From your description, I suggest you to use segment.

    Here is the relevant document about Segment: https://docs.microsoft.com/en-us/dynamics365/marketing/segmentation-lists-subscriptions

    First we need to get the age of the contact.

    I have created a text field and called it Real age where I will store the age as you described. Then I have created a Schedule Flow as followed: 

    pic5.png

    pic6.png

    Note: When creating, remember to set repeat every to 1 day.

    pic7.png

    1. Initialize variable

    Age Year, Age Month and Age Day stays empty until we fill them later on.

    pic8.png

    Now Year = int(formatDateTime(utcNow(), 'yyyy'))

    Now Month = int(formatDateTime(utcNow(), 'MM'))

    Now Day = int(formatDateTime(utcNow(), 'dd'))

    pic9.png

    2.Add ‘condition’ step. When Birthday has a value, Real age can be calculated.

    pic10.png

    3. 

    Those are the following expressions used in this flow:

    sub(int(formatDateTime(utcNow(),'yyyy')),int(formatDateTime(items('Apply_to_each')?['birthdate'],'yyyy')))

    int(formatDateTime(items('Apply_to_each')?['birthdate'],'MM'))

    sub(int(formatDateTime(utcNow(),'MM')),int(formatDateTime(items('Apply_to_each')?['birthdate'],'MM')))

    add(12,sub(int(formatDateTime(utcNow(),'MM')),int(formatDateTime(items('Apply_to_each')?['birthdate'],'MM'))))

    int(formatDateTime(items('Apply_to_each')?['birthdate'],'dd'))

    sub(int(formatDateTime(utcNow(),'dd')),int(formatDateTime(items('Apply_to_each')?['birthdate'],'dd')))

    add(31,sub(int(formatDateTime(utcNow(),'dd')),int(formatDateTime(items('Apply_to_each')?['birthdate'],'dd'))))

    pastedimage1650868568180v1.png

    pastedimage1650868601360v2.png

    pastedimage1650868632800v3.png

    4. Test

    pic16.png

    Second, use Segment to get contacts that match today's birthday and will be 30 years old.

    pic17.png

    pic18.png

    At last, create Customer Journey to send birthday card to contacts who have birthday today and will be 30 years old.

    pic19.png

    Note: Remember to change the time zone to the time zone of your own region.

    pic20.png

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