Jump to content
  • 0

Send Birthday Note to Customers



3 answers to this question

Recommended Posts

  • 0

Hello @GeorgeTheJungle,

I can share the Task example to send an email 2 days before the birthday. 

1) The Table design example: 


There is the Date_Of_Birth field that has Date/Time data type and stores the date of birth. 

I added the Birthday_this_year field with the Text(255) data type. 


2) The Task is set to run daily. Since the Actions Blocks are executed in a top-down hierarchy, we update the Birthday_this_year value as the  first action, and we select the records where Birthday_this_year is in 2 days as the  second action. 


This Task doesn`t consider birthday on February 29. 

3) Table for better visualization: 



If anyone has other examples of the Task, please share.


Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Answer this question...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • Create New...