Birthday and/or Anniversary Campaigns
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03-01-2021 01:31 PM
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.
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Employee Service Center
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06-30-2022 12:26 AM
@Ather,
How are you then dealing with the requirement to show content in days upfront of the birthday itself.

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08-01-2024 10:49 AM
We created a Campaign Bundle with Trigger type = Recurring and Frequency = Yearly. We used the "date_of_birth" HR Profile field to key the Start date. We also used a 5 day "before" offset so that the banner message shows for a total of 10 days (5 days before, the birthday itself, and 4 days after).
The important thing for us was to set the Campaign date to start at 01/01/1900 so it includes all possible combinations of birthdays throughout a calendar year.