Sending birthday greetings

I would like to design a workflow to send birthday wishes to my clients. I already activate the birthday field in the Contacts module: however, I cannot find in the "Process Definition" how to evaluate this field to send these emails. Any ideas?

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  • Hi Alma, you should be able to do this using a Wait event:

    Check out the documentation on Wait events for more details: Wait Events.

    When the Wait event reaches the specified date, it will advance to the next element where you can send the appropriate email.

    -Brenda

  • Hi Brenda

    Okay, but Wait event should have reached the specified date - my Birthdate - once, about 41 years ago...

    Could you give an example of a Process Definition of how this is expected to work?

    Perhaps, the tricky thing is that the day and month should be separated from the date of birth (date field) and then processed somehow to calculate the next date for sending the greetings.

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • Hi Brenda

    Okay, but Wait event should have reached the specified date - my Birthdate - once, about 41 years ago...

    Could you give an example of a Process Definition of how this is expected to work?

    Perhaps, the tricky thing is that the day and month should be separated from the date of birth (date field) and then processed somehow to calculate the next date for sending the greetings.

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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