Birthday and/or Anniversary Campaigns

[JD Barlow]

I am trying to create a campaign to show a banner on the portal and send an email to employees on their birthdays. I know this is possible because it seems to be included in most demos that I have seen. What I haven't figured out is how to actually create the campaign to have it check if someone's birthday is today. I tried creating an audience with a condition on the birthday, but there doesn't seem to be an option to compare the birthday to the current month and day. Can someone help guide me in the right direction on this? I am assuming the same logic would be used for work anniversaries as well.

[mandle]

Hi JD,

I don't think you'll need to use a campaign for the portal content. For the email notification, yes. You are definitely moving in the right direction with creating an Audience. I'm going to work something up and post it tonight, tomorrow morning at the latest. Stay tuned!

[Allison French]

You could consider using a dynamic trigger type for the campaign bundle/stage that is based on employment start date or date of birth.

If this is the route you go, you can use Insert and Stay (you should see this if you right click at the top of the form) to copy the record to make the configuration process of creating multiple bundles faster.

[JD Barlow]

Thanks Allison. Wouldn't the "offset by 12 months" only run when it is 12 months from someone's birthday - in other words, when someone turns 1? Using the example in your screenshot, this campaign would only run on the first anniversary, correct? It would not be repeated each year unless I created bundles at 24, 36, 48 months, etc...?

I'm trying to get this to run every year on someone's birthday, but my assumption is I need to compare the month and day of someone's birthday with the current month and day, leaving the year out of the equation. Is this even possible within campaigns?

[Allison French]

@JD Barlow, that screenshot above was just for the work anniversary use case. For a birthday, you could consider a condition-based trigger type for the campaign bundle - adding a screenshot example of how this looks below. 

For both of these scenarios (birthday and anniversary), you'd end up with multiple bundles to account for the year increments, which is why I'd recommend using Insert and Stay to quickly copy the bundle records.