Identify contacts with birthdays today to send them a message.
In this article, you'll learn how to segment shoppers who have birthdays in the next seven days.
This dynamic plus segment is part of our Birthday greetings template .
Remember that you can create your dynamic plus segment in "Contacts Segments", by clicking Create new segment and selecting "Dynamic plus segment".
Segmentation
This segment groups contacts who have a birthday today and are subscribed to the newsletter.
Configuring a dynamic plus segment
STEP 1. Contacts included
FILTER 1. Contacts subscribed to the newsletter
1. Click "Select field or activity". When the dropdown opens, select the "Contact profile" group on the left and, in the fields on the right, choose "Newsletter subscription status".
2. In the second dropdown, choose "Is equal to" and indicate "Subscribed" in the next dropdown that appears.
3. On the right, click "AND".
FILTER 2. Anniversary of birthdate is today
4. Click "Select field or activity”. When the dropdown opens, select the "Contact profile" group on the left and, in the fields on the right, choose "Birthdate”.
5. In the next dropdown, select "The anniversary of the date is today".
6. Click Save.
Success!
Your segmentation of contacts with birthdays today is ready.
Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, open a Support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Embed video, to embed a video on a page.
- Newsletter subscription after purchase, to acquire subscribers who have just purchased.
- Reactivation of dormant customers, to reactivate contacts who haven't purchased for 30 days.
- Birthday greeting, to send a birthday greeting email.