Birthday based segment
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Hi, how would we create a segment that lists all contacts whose birthday is, for example, in August?
The idea is to set up a segment that we can then use in an automation targeting customers whose birthday is coming up in the next few weeks.
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Hi @markus9 ,
You can absolutely do this using Omnisend’s Anniversary filters, which are designed specifically for birthdays and other recurring customer milestones.
To create a segment for contacts with upcoming birthdays:
- Go to Audience → Segments → Create segment.
- Add the Birthdate filter.
- Choose “Anniversary is in the next” and specify the number of days you’d like to target.
For example:
- Today:
Birthdate → Anniversary is in the next → 1 day - Tomorrow:
Birthdate → Anniversary is in the next → 2 days - Next 7 days:
Birthdate → Anniversary is in the next → 7 days
The segment updates dynamically each day, so contacts automatically enter and leave the segment as their birthday approaches.
Note: If you’re importing birthday data rather than collecting it through Omnisend forms, make sure the dates use the YYYY-MM-DD format.
Once your segment is ready, you can create a segment-based automation and trigger it whenever a contact enters (or exits) that segment.
This gives you a fully automated way to send birthday campaigns at exactly the right time. If you need a hand setting it up or tailoring it to your birthday campaign strategy, we’re always happy to help.
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