How to create a birthday campaign whose birthday is in next month?

[monika_26]

Hi Team,

We are looking to create an audience segment that targets users whose birthdays fall in the upcoming month. The goal is to use this audience to send out birthday greetings.

The birth date field in our system is in the "MM-DD-YY" format. I initially tried using the condition:

"Include Birth date (YYYY-MM-DD) occurs in next 30 days"

However, this approach may not be accurate when the upcoming month has 31 days, as it could potentially miss some profiles.

Could you please suggest the best way to select profiles whose birth month is exactly the next calendar month, regardless of the number of days?

Any guidance or suggestions would be greatly appreciated.

Thanks.

[DavidKangni]

Hi @monika_26 

If my understanding is correct, you're sending the greetings once.

• You can build a base audience of all birthdays and use a condition after the read audience or qualification to keep only profiles who have birthday the next month
• You can build multiple audiences per month and use them in an adhoc journey/campaign
  
• third approach is to use data distiller to create your audience

Thanks,

David

[Mayank_Gandhi · Accepted solution]

• @monika_26  you can try these
  
  Use a 2-segment combo   
    1. Segment A – Birthdays in next 50 days (ignore year)
       – Birth date occurs within the next 50 days ➜ check Ignore year.  
    2. Segment B – This month”
       – Birth date occurs during this month ➜ check Ignore year.  
    3. Final audience = Include Segment A AND Exclude Segment B.  
    This rolls forward automatically and avoids the overlap you get from variable month lengths.
  
  Other way, you can try using Computed field route (Data Distiller )  
    Materialise birthMonth & birthDay or a nextBirthday date in Profile.  
    Then you can segment on exact month/day without year