I'm wanting us to send birthday cards to volunteers, key donors and prospects, and the like. While I can look at individual records, I cannot seem to find a way to pull a data set (name, address, birth date, etc.) based on a birth date range. For instance, a list of records that have birthdays in the month of January.
Anyone doing something similar, whether for birthdays, or some other data point?
Thanks.
William
William,
We do monthly birthday emails to our patrons. We use the following query in an extraction, but it will work in a list too. You just use the Manual Mode or Show Query Mode. By using the wild cards we can pull any year since not everyone gives us years (we just use 9999). You would just change the month (in this case the 10) to what ever month you're looking to pull.
select customer_nofrom TX_CUST_KEYWORDwhere keyword_no in (1,2,325) -- ids for birthday typesand key_value like '%%%%-10-%%'
Melissa
Hello! I followed the code provided in this communication string and it worked perfectly! Question...has anyone enhanced this to exclude deceased or inactive constituents and those who opt out of email communication? If so, can you share that additional code? Additionally, does anyone send this weekly and if so, how does that modify the code? Below is my current list criteria...thanks in advance!