How to set up a birthday email?

Jason,

I think there's a thread on this someplace...

http://community.marketo.com/MarketoDiscussionDetail?id=90650000000PZ0FAAW
https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PYzMAAW

Jason, do you use Salesforce?

If so, you could create a checkbox formula field:

"if(month(birthdate_field__c)&day(birthdate_field__c)=month(today())&day(today()),1,0)

Basically, if month/day of birthdate is month/day today, return true. Otherwise, return false.

Then, in Marketo, you'd trip the campaign when this checkbox is true.

Another option using just Marketo is to use the instructions in this article: http://community.marketo.com/MarketoArticle?id=kA050000000L98KCAS

Then, you could add everyone to the campaign on a one-time basis and use a trigger to continuously add more members. If you want to add all members of your database at all times, you could just use the "lead is created" trigger.

Thanks for the reply.

With the wait step implementation it appears we will miss anyone who joins SFDC/Marketo after the smart campagin goes live.

If we use the SFDC formula is there's not way to trigger a smart campagin?

For such a simple action Marketo doen't make it very simple.  I think it would be very easy to trigger a smart campagin off a date  i.e. If "date of birth" is "today" excluding year send email.