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A
Anonymous
January 24, 2017
Question

Birthday Month Smartlist

  • January 24, 2017
  • 1 reply
  • 2492 views

Can anyone assist with a smartlist to find each leads Birthday Month? 

e.g. if Janes' birthdate is 24 Sep 1975, i'd be able to run a smartlist showing Jane on Birthday Month = September.

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1 reply

K
kpara3-2
Level 9
January 24, 2017

Hi Chantelle,

This would depend on what fields you are using to capture the information. If you happen to have a birthday month field (maybe if this information is really important to your company) then you could pull the smart list just as you say, with the one filter. BUT most likely I'm guessing you just have a standard date of birth, date type, field. In that case your best bet would probably be an export of your database with that field as a column and just do the work to pull out the month and then put into a custom field and re-import for future use. Then you could add that new field to forms (if it's really important to know) OR put in place a formula in SFDC.

Kim

A
Anonymous
January 24, 2017

Hi Kim,

No, we don't currently have a BirthMonth field.  That would make life easy.  As you say, we only have a DD/MM/YYYY field.

Your solution would be fine for the short-term, but any new leads added would have this information missing. Would prefer if there was some magic smartlist to 'figure out the month' based on the Date of Birth.

SanfordWhiteman
SanfordWhiteman
Level 10
January 24, 2017

Chantelle, it's very easy to extract the month from a user-entered date field on a form.  So if you backfill your existing leads, you can make sure to populate new ones on the form level:

MktoForms2.whenReady(function(form){
form.onSubmit(function(form){
   form.setValues({
     BirthMonth: new Date(form.getValues().DateofBirth).getMonth()+1
   });
});
});
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