Using the Birthday Field in Contacts

What Is the Birthday Field?

The Birthday field in your CRM allows you to store a contact’s date of birth directly in their profile. Once added, this information unlocks powerful personalization and automation features. You can use it to trigger birthday workflows, filter contacts by age, and create targeted campaigns.

You can populate the Birthday field in several ways:

• Manually entering the date
• Through form submissions
• Via CSV imports
• Using API integrations

Key Benefits

Using the Birthday field helps you:

• Personalize engagement: Send automated birthday messages or special offers.
• Automate workflows: Trigger campaigns based on upcoming birthdays.
• Segment your audience: Create Smart Lists filtered by age or birth date.
• Improve customer experience: Deliver timely, relevant communications.

How to Build Birthday Reminder Campaigns

You can set up automated workflows to send birthday reminders or offers.

Step 1: Configure the Birthday Trigger

Go to Workflows and create a new workflow. Set the trigger to Birthday Reminder. Choose when the trigger should activate:

• After a certain number of days
• Before a certain number of days
• On the exact day
• In a specific month

Step 2: Define Actions

Add actions to your workflow, such as:

• Send Email: Deliver personalized birthday greetings or promotions.
• Send SMS: Share a short birthday wish or discount code.
• Assign Task: Notify your team to follow up manually.

Example Workflow

1. Trigger: Birthday
2. Action: Send SMS
3. Action: Send Email
4. Action: Notify Team (Optional)

How to Filter Contacts by Birth Date in Smart Lists

You can create targeted lists of contacts based on their birth date.

Navigate to Contacts > Smart Lists. Click Advanced Filters, then select the Date of birth filter under contact information. Choose a condition like:

• Today
• Tomorrow
• This week
• This month
• Between specific dates
• More than or less than a certain date

How to Filter Contacts by Age in Smart Lists

You can also filter contacts by their current age.

Go to Contacts > Smart Lists, click Advanced Filters, and select the Age filter. Choose a condition such as:

• Equals to
• Between
• More than
• Less than

Age is calculated dynamically based on the current date and the stored birthday.

Best Practices

• Capture birthdays early: Include a Birthday field in your lead capture forms.
• Use consistent formats: Enter dates as MM/DD/YYYY to ensure automation works correctly.
• Test your automations: Run birthday workflows with sample contacts before going live.
• Consider time zones: Be mindful of contact-specific time zones if configured.

Common Issues and Troubleshooting

Birthday Automation Not Triggering

Ensure the Birthday field is populated with a complete, correctly formatted date.

Incorrect Age Calculation

Verify that the birth year is accurate. Missing or incorrect years can cause errors.

Messages Not Sent on Birthday

Double-check workflow timing, trigger settings, and time zone configurations.

Frequently Asked Questions

Can I send automated birthday messages?

Yes. Use the Birthday field in workflows to trigger emails, SMS, notifications, or tags.

Do contacts need a date of birth for birthday workflows?

Yes. A valid date of birth is required for the workflow to trigger.

Can I create Smart Lists based on age?

Yes. Use the Age filter in Smart Lists to segment contacts by their current age.

Why isn’t my birthday workflow triggering?

Check that the contact has a valid date of birth, the trigger is configured correctly, and the workflow is active.

Why are my age-based Smart List results wrong?

Review date of birth values and filter settings. Check for formatting issues in imported data.

What should I do when importing birthdays?

Use a consistent date format and verify that dates are imported accurately.