30. Get customers for birthday campaign

note the scenario below uses data from the deselect demo data package see docid 5 cozdtg0nwmlmeufrmbz scenario you want to get customers for your birthday campaign note the scenario uses data from the deselect demo data package this scenario covers the yyyy/mm/dd format 1\ input create a new selection in the selections overview screen click new name your selection eg birthday campaign click save select data extension drag drop deselect demo contacts into the selected data sources section 2\ output in the target definition step select the same de as the target de (in our example it’s deselect demo contacts) automap the fields date conversion in the custom values section, click add new value name your custom value, eg converted birthday choose the apply formula to a field > apply any function > use the sql query below to convert the year of the birthday to your current year (ex 19/11/2024) convert(date,concat(day("deselect demo contacts" "birthday"),'/',month("deselect demo contacts" "birthday"),'/',year(getdate())), 103) note if your system uses a different date format, you may need to adjust the sql query to match the correct format make sure the field type > date , click save add the converted birthday custom value to the target data extension click save , preview, and run 3\ filter the updated data extension after you run, the new field will be created access the data extension you created (in our scenario deselect demo contacts) apply filter in the selection criteria step drag drop converted birthday field as a filter choose is today click save (note if the birthday field is in the mm/dd format, skip the 2 & 3 step, filter the birthday to be today in the selection criteria step) 4\ schedule automate the selection click on the scheduling icon on the top bar click on the set up selection to run automatically icon click on daily , so that the results get updated daily set the frequency to every 1 day at 00 00 click on save your target data extension will update daily at midnight with people who have their birthday on each day