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

[bamamh1]

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.

[Anasso1337 · Accepted solution]

@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.