Question

Campaign setup for customers with upcoming birthdays

16:35 Dec 12, 2023

Greetings,

I was curious as to whether there was a way to setup a BPM filter to pull customers that are about to become 18 years of age and send them a message about product opportunities available to them. Thanks in advance for any assistance.

Best,

Lucas

4 comments

Bogdan

10:48 Dec 15, 2023

Hi Lucac,

You can create a dynamic folder based on needed conditions.

And add the campaign audience from a dynamic folder, as well as from a custom filter.

Lucas Centeno

17:56 Dec 15, 2023

Bogdan,

Yes, however how would we set up the automation to pull a member who is a about to turn 18 for example, in the next 6 months?

Ryan Farley

16:15 Dec 16, 2023

Lucas Centeno,

I didn't test this out, but it would likely work to use:

Age = 17
Birth date Within Previous 6387 Days (which is 17 1/2 years in days)

Ryan

Lucas Centeno

22:14 Dec 18, 2023

Ryan Farley,

Thank you for the guidance, Ryan. Unfortunately, the filtration provided did not work. It would be nice to have a "Within" or "Between" filtration feature in Creatio in addition to "=" ">" "<", etc.

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