Well, you don't need to dynamically create the field, you can create it from the Admin > Field Management section on the Person object. Once you've created the field, you can do a list import with the field set to the next anniversary date. This field will then be updated to the person's next anniversary date by the Change Date Value flow step in the send email campaign using the token {{system.date}} + 1.
For example, if I have two individuals with the following open dates... how would I populate the date field?
Person 1 - original open date of 10/11/2015
Person 2 - original open date of 10/11/2020
The field values that I'd need to populate would be:
Person 1 - 'Next Account Opening Anniversary Date' - 10/11/2023
Person 2 - 'Next Account Opening Anniversary Date' - 10/11/2023
Yes- that's correct!
AND, I'd also like to call out the number of years they've been with us. So, I'll want to create another field that is "years of membership" and it should populate like this (based on today's date of 10/11/2023):
Person 1 - "years of membership" - 8
Person 2 - "years of membership" - 3
Well, yes, but instead of creating a score field, you can also create an Email script token to count the number of years from the original open date of the apt custom object record (that'd be one less custom field you'd have to create and maintain). There are several threads on the nation on calculating the number of years based on a date if you search. To give you an idea, you would have to sort the custom object list in ascending order as per the account open date field, get the account open date of the record at the 0th index of this sorted list, calculate the number of years till today, and display it in the email.
You'd have to add this email script token in the email where you want to display the number of years. See the sample script below for your reference- replace the custom object and field name with the apt API names you're using in your instance. Just as an FYI, this script doesn't specifically handle the case where the number of years is 0 (it just displays 0 years), if you want to display any alternative text, you can do so by a simple conditional statement (we can help you with the same if need be).
#set( $defaultTimeZone = $date.getTimeZone().getTimeZone("America/New_York") )
#set( $defaultLocale = $date.getLocale() )
#set( $calNow = $date.getCalendar() )
#set( $ret = $calNow.setTimeZone($defaultTimeZone) )
#set( $calConst = $field.in($calNow) )
#set( $ISO8601DateOnly = "yyyy-MM-dd" )
#set( $ISO8601DateTime = "yyyy-MM-dd'T'HH:mm:ss" )
#set( $ISO8601DateTimeWithSpace = "yyyy-MM-dd HH:mm:ss" )
#set( $ISO8601DateTimeWithMillisUTC = "yyyy-MM-dd'T'HH:mm:ss.SSS'Z'" )
#set( $ISO8601DateTimeWithMillisTZ = "yyyy-MM-dd'T'HH:mm:ss.SSSZ" )
#set( $sortedList = $sorter.sort($accountObjectList,"accountOpenDate:asc"))
#set( $calJoinDate = $convert.toCalendar(
$convert.parseDate(
$sortedList.get(0).accountOpenDate,
$ISO8601DateOnly,
$defaultLocale,
$defaultTimeZone
)
))
#set( $differenceInYears = $date.difference($calJoinDate,$calNow ).getYears() )
#set( $friendlyLabel = $display.plural($convert.toInteger($differenceInYears),"year") )
You have been with for ${differenceInYears} ${friendlyLabel} now!
Hope you find this helpful. Let us know if you have questions.
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