Date Work Around for Birthday Card

Forum|Forum|11 years ago
March 6, 2014
5 replies
1668 views

I'm setting up a Happy Birthday Email and running into a problem. The field I work with for this is Date Of Birth, which of course includes the year they were born. Our systems are set up so if we know their age, but not their birthday, then the Date of Birth field is filled with 1/1/XXXX.

Because of this system rule, I need to exclude everyone with a January 1st birthday from the mailing, regardless of the year they were born. Any idea how I can make this happen?

Unfortunately since this email isn't super critical to the business, creating a new Sales Force field is my absolute last resort. If there were some sort of wild card I can use in place of digits in the date, that would be ideal.

Marketo

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Best answer by Dory_Viscoglio

Manisha,

Sorry I didn’t look at the Date of Birth filter more closely initially… it appears that you can’t even add a constraint to the date field. I'm not as familiar with field mapping to/from SFDC, but could you create a new custom text field in Marketo that pulls in the SFDC birthday value, and use the data that way?

Josh_Hill13

Level 10

Manisha,

Marketo doesn't use wildcards. You can use NOT CONTAINS 1/1 but that would risk a lot of January and November dates falling through. If your system has 01/01 that would work better.

You could at least pull the 1/1 list and then manually remove the non 1/1 leads fairly easily.

Dory_Viscoglio

Level 10

To build on Josh's reply, assuming that you're only emailing to people over 14 years old, you could use NOT CONTAINS 1/1/1 which would minimize the November and January dates that could fall through. Of course, this solution would only work for a couple of years until it's possible that the people you are emailing were born in 2000+, so it's still not necessarily ideal. :)

A

Anonymous

Can you use "not contains" for a date field?! If so, that would be amazing, but I don't see it as an option.

Dory_ViscoglioAccepted solution

Level 10

Manisha,

Sorry I didn’t look at the Date of Birth filter more closely initially… it appears that you can’t even add a constraint to the date field. I'm not as familiar with field mapping to/from SFDC, but could you create a new custom text field in Marketo that pulls in the SFDC birthday value, and use the data that way?

A

Anonymous

Hi Dory,
That worked perfectly. Thank you so much!!!

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