Member Birthday Email

It will depend on your outbound bulk email solution.

I believe that both Word Fly and Mail2 can do this kind of reoccurring automated email messages.  I'm sure that others are able to do this as well.

I'd check with whomever in your organization does your outbound email campaigns, of if that is you, your outbound mail vendor.

The idea in general is to create a list to find the folks that have birthdays today or this week.  And create an output set that provides the custom data elements you want to include in your birthday wishes.  Then your bulk email provider picks up that information on a schedule, every day or every week, and send out the customized email message.

Hope that helps.

--Tom

So I had a play around.  If you are using the Attribute birthdate_1 and want to see if the Month and Day are the same as the current Month and day (aka it's your birthday) you can pop this into a lists SHOW QUERY to get you those folks

SELECT DISTINCT a.customer_no
FROM   V_CUSTOMER_WITH_PRIMARY_GROUP AS a WITH (NOLOCK)
WHERE  a.inactive = 1
       AND EXISTS (SELECT *
                   FROM   TX_CUST_KEYWORD WITH (NOLOCK)
                   WHERE  TX_CUST_KEYWORD.customer_no IN (SELECT customer_no
                                                          FROM   V_CUSTOMER_WITH_PRIMARY_GROUP
                                                          WHERE  customer_no = a.customer_no)
                          AND CONVERT(DATE, DATEADD(YEAR,DATEDIFF(YEAR,key_value,SYSDATETIME()),key_value)) = CONVERT(DATE, GETDATE())
                          AND TX_CUST_KEYWORD.keyword_no = 1)

You could set up a daily Scheduled WordFly Triggered email to pull all those folks into that

Just a thought experiment for now

Thanks for the advice!

Thanks for the coding Heath!

any time

Maybe kind of a dumb question, but how do you handle the birthday attribute in Tessitura if you don't know the year value? Do you just put in something so that at least you're notified when the birthday comes up? Is there any harm in handling it that way (aside from trying to reference an age in some scenario, but don't know why anyone would want to do that)? 

I've never had to do anything with this attribute before, but just heard my CAO wish a board member a happy birthday after finding out. Figured we could use this so we know ahead of the important person reminding us.

1900?  Often there is a standard UNKNOWN start date,

Age is useful for qualifying for a youth discount or if you have restrictions on customer data for children (and other reasons).  Tickets to the late show at Moulin Rouge come with 1/2 bottle of champagne ... 

That makes sense. Thanks, Heath Wilder!