Hi folks,
We want to set up an automated report that looks at a list of constituents and pulls in those with a birthday next month. How would we best set this up?
I know we can set up birthdays as 'Attributes', but I'm not sure how to pull that into a list by the month, not the full date. In other words, how do I pull a list of 'these people have a birthday in this MONTH', not 'these people have a birthday after or before this DATE'? I can see how to do before or after 1/1/2020, but not 'all birthdays in January'. Another option would be to create a 'Birth Month' Attribute, and assign that based on each Birthdate. A bit clunky, but doable.
We can also set up reminders for each individual constituent (through Steps, CSIs, or Plans). Is there a way to aggregate those things into a list or something?
a little sql magic - just change the month value. % is wildcard.
select customer_nofrom TX_CUST_KEYWORDwhere keyword_no in (1) AND key_value like '%%%%-04-%%'
Oooh that does look pretty simple! Thanks.
As a non-SQL person, how could I use that to set up recurring reminders for folks?
you can use this in the list criteria (display query) and then run it against any report or in plans maintenance to add a step.
Thanks! I'll poke around