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bamamh1
bamamh1
Level 2
February 14, 2024
Solved

Create a List of records 4 Months Prior to 65th Birthday

  • February 14, 2024
  • 1 reply
  • 860 views

I am trying to create a workflow in Adobe Campaign Standard that will identify records 4 months prior to their 65th birthday. I want to create a list of records monthly to send them an email.

 

Here is an example.  I want to create a list of records turning 65 in July 2024 and send all records with the July birthday an email on March 5, 2024. I want to set this up so it runs monthly and the email will go out on the 5th of each new month.

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Best answer by Anasso1337

@bamamh1 this is how I would do it :

 

  • Monthly Scheduler running on 5th day of each month
  • Query following profiles
    • Age is equal to 64
    • 65th birthday is in 4 months : MonthsDiff(GetDate(), AddYears(@birthDate, 64)) = 4
  • Email delivery

Hope this helps.

1 reply

A
Anasso1337Accepted solution
Level 2
February 14, 2024

@bamamh1 this is how I would do it :

 

  • Monthly Scheduler running on 5th day of each month
  • Query following profiles
    • Age is equal to 64
    • 65th birthday is in 4 months : MonthsDiff(GetDate(), AddYears(@birthDate, 64)) = 4
  • Email delivery

Hope this helps.

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