Hello Mautics,
Here’s a challenge I need help with:
I want to send an email to my clients on the day of their birthday. I have a list of about 2,000 people with their birthday as a “date/time” field. I need to automate this because creating a workflow for all customers is just not possible. Any idea how this can be set up?
Thank you!
Hello Mautics,
Here’s a challenge I need help with:
I want to send an email to my clients on the day of their birthday. I have a list of about 2,000 people with their birthday as a “date/time” field. I need to automate this because creating a workflow for all customers is just not possible. Any idea how this can be set up?
Thank you!
There is already this feature request created for it:
https://github.com/mautic/mautic/issues/306
I’m afraid it is not possible right now.
Thanks @escopecz. I really need this done. What’s the best approach if I want to develop that part of it? Plugin?
I’m not sure if it will be doable with a plugin, but you may try. The dev docs are at https://developer.mautic.org/#plugins
Simpler would be to implement it into the Mautic source code directly and sent a pull request. Although this feature would require the custom lead fields to be type of date. Now all types are text for legacy reasons. We’ll have to rebuild that anyway so if you’d like to do it, it would be very welcome.
I have a possible approach, following thread: https://www.mautic.org/community/index.php/7641-how-can-i-create-a-segment-for-contacts-that-last-login-date-mo
I believe, there is no need to loop within a campaign and having a decision based on a field.
My approach (not tested): Simply create a segment with a filter [birthday field] equals today (type the “today” in the field instead of picking a date value). Create a simple campaign with a segment source and an email (withou any decisions). On a new day, contact with birthday will be added and old ones are removed. The new ones are put into the birthday email campaign and processed.
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