Birthday greetings seven days in advance

Identify contacts who have birthdays in the next seven days so that you can 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 7 days in advance 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 within seven days and are subscribed to the newsletter. 

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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".

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FILTER 2. Anniversary of birth date is in...

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 drop-down, select "The anniversary of the date is in", and indicate "7" Days

6. Click Save.

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Success!
Your 7-day birthday segmentation is now ready.

  

Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.

 


Keep learning!

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