Sending birthday greetings

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.

Haha good point Dmytro Chupylka, it's obviously a more complicated process to set up than it seems! I didn't spend enough time thinking about it. :) I appreciate yours and everyone's more detailed answers on the thread though, thanks!

-Brenda

hey Brenda Rossetto !

Thanks for triggering this discussion :)

Configuring the platform with tools like Studio, Logic Builder, SugarBPM is about covering the path from Expectations to User Adoption, which is important for subscribers that love to benefit from the Sugar platform.

Cheers!

hey Brenda Rossetto !

Thanks for triggering this discussion :)

Configuring the platform with tools like Studio, Logic Builder, SugarBPM is about covering the path from Expectations to User Adoption, which is important for subscribers that love to benefit from the Sugar platform.

Cheers!