How to set up a birthday email?

[Jason_Scott]

What's the easiest way to set up a trigger happy birthday email?

[Josh_Hill13]

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_Scott]

Thanks for the reply Josh.

I read both of those threads. Unfortunately, I do not have a trigger tied to 'date of birth' and when I use date of birth within 7 days it also looks at the year.  I was looking for more of a how-to.

[Anonymous]

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.

[Anonymous]

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.

[Jason_Scott]

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.