Contact Date Of Birth Field (Birthday)

The Birthday field in Accommador allows you to personalize communications, build automation campaigns based on contact birthdays, and filter contacts by age within Smart Lists. This article explains how to utilize the Birthday field effectively. What is the Birthday Field? The Birthday field is a standard system field that captures a contact's birth date (Month/Day/Year).

It can be populated through: Manual entryForm submissionsCSV ImportsAPI integrationsThis field enables automation triggers based on birthdays and helps segment contacts by age.

How to Build Birthday

Reminder CampaignsYou can automate birthday reminders or offers by setting up birthday workflows.

1. Configure the Birthday TriggerNavigate to Workflows > Create New Workflow.Set the Trigger to Birthday.Choose the trigger condition:On the birthdayBefore the birthday (e.g., 7 days before)After the birthday (e.g., 1 day later)
2. Define ActionsSend Email: Personalized birthday greetings or offers.Send SMS: Short birthday wishes or coupon codes.Assign Task: Alert internal teams to follow up manually if needed.

Example

Workflow StructureStepAction1Trigger on Birthday2Send Birthday SMS3Send Birthday Email4(Optional) Notify the internal teamHow to Filter Contacts by Age in Smart ListsUsing the Birthday field, you can segment your contacts based on their age for targeted communication. Steps to Filter by AgeGo to Contacts > Smart Lists. Apply a Filter using the Birthday field's Age condition.

Select the appropriate comparison: Filter ConditionUse Case ExampleAge is greater than XTarget seniors aged 50+Age is less than XPromotions for young audiences under 25Age is between X and YTarget specific age groups, e.g., 30–40 yearsThe system calculates age dynamically based on the current date and the stored birthday.

Best Practices

• Capture Birthdays Early: Include a Birthday field in lead capture forms to gather the information upfront.
• Validate Date Formats: Use MM/DD/YYYY format to ensure automation triggers work correctly.
• Test Automation: Always test birthday workflows with sample contacts before making them live.
• Consider Time Zones: Be aware that workflows may use contact-specific time zones if configured.

Common Issues and TroubleshootingIssueSolutionBirthday automation is not triggeringEnsure the Birthday field is populated with a complete and correctly formatted date. Incorrect age calculationConfirm that the birth year is correctly entered. Missing or incorrect years can cause errors. SMS or email was not sent on the birthdayDouble-check workflow timing, trigger configuration, and contact timezone settings.