I have a list where users are added to daily.
I want to sent them a birthday mail each year 21 days before the birthday. The only value I have is a "date of birth" (incl year)
I can see some other cases with same type of issue where a trigger "request campagin" was suggested.
My question is, if my flow looks like this, isnt it correct that this will only sent ONE birthday-mail 21 days before the date of date(current or next year).. but not recurring each year in all future?
Do I then need to "request this campaign" one time each year?
Or can I as a last step in the Flow, request it self?
How many times can leads flow through the campaign? You can set it for "once every 365 days" which should work as long as your qualification/triggers are set up properly.
Once every 365 days should work. You can also set up a counter campaign that runs daily by creating a scoring field. If the scoring field is called "birthday counter" you would add a score of +1 to the birthday counter field when the birthday= system date. When the fields gets to 344 (21 days before the birthday) a campaign will trigger the email send and reset the counter.
I have not set the flow live, lets hope it works 🙂
Just a note to others, if a date field is required but not filled its given the default date of 1/1 1970, remember remove the from the flow.
it can be done by saying "date_of_birth > 1/1 1920."
Is it really this complicated to send a birthday email? Are you kidding me? Creating a scoring program th has to count up to 365 and restart. This just seems like a ridiculous amount of work to send a Birthday / Anniversary Email.
Found this discussion while preparing to create a program to send a birthday greeting email. Since the Request Campaign flow step can't request the same campaign, I request a separate 'Re-add to Program' smart campaign with the following configuration.
The Send Email Smart campaign's Qualification Rule is also set to 'every time'.
Reminder to self - revise the birthday email at least once a year.