Birthday Filter

shoney ivens
shoney ivens Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Apps and Integrations #1

I am trying to create a filter for contacts that I can run each month to show everyone who has upcoming birthdays. 

The issue I am running into is that the majority of the birthdays I have include the year. So if I put a filter for birthdays this month - it only pulls the contacts who have the year as 2020 on their birthday. 

Any workaround? If I could do a short date 9/25 it would fix the issue but since it forces me to have a year on it I'm running into a wall. 

The initial thought was to put everyone's birthyear as 2020 but then I'd run into the same problem next year...

Reaching out to see if anyone has any other ideas for a workaround?

image
5f8d21d2eb84e97954e5d2ba_22015.png

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,591 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited October 2020 #2

    In the action step of Zapier, select the right field (Add time), the right separator (-) and the right value (Second):

    image
    image
  • Jamie Klein
    Jamie Klein Member Posts: 4 VERIFIED MEMBER
    Second Anniversary
    edited June 2021 #3

    Is making a zap the only way to accomplish this? As a workaround, I exported my db, changed everyone to a 2020 birth year then reuploaded/merged.  

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,591 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited May 2022 #4

    Found a better way and I built a birthday flow using Make/Integromat. 

    It requires two date fields: Date of Birth and Next Birthday.

    It requires 2 filters: 1 to update Next Birthday; 1 to see upcoming birthdays. 

    image
    Birthday flow in Make/Integromat

     

    If you have any other questions about this flow, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Pipedrive Consulting | WhatsApp | Email | Community

This discussion has been closed.