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Birthday Emails

It would be nice if we could have a function where a system email went out to someone on their birthday. We could get that information from the member profile.

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  • Stan Kalisch commented  ·   ·  Flag as inappropriate

    We are new users to Wild Apricot and setting up our system now. I inquired about being able to send birthday and anniversary greetings, but discovered that having a single field for month day and year did not work with an advanced search for just the month or moreover, the month and day. It would be great to be able to automatically send such greetings on the month and day of the birthday/anniversary. As such, looks like we are going to need to ask for month, day, and year in separate fields (quite lame, and subject to error). Regardless, an advanced search will be used to isolate the individuals, but automating sending out the emails on the birthday or anniversary date is another challenge. Looks like it has to be done manually. Guess we will manually send out at the beginning of every month until something better is developed in Wild Apricot.

  • Terry commented  ·   ·  Flag as inappropriate

    my work around: manually double check each new membership that birthday is written as a Month (October instead of 10 -- doubly important since we have North American and Europeans using different date systems) and then do a search for "April" and export and include list in monthly newsletter. People tend to email us when we miss them, so it catches the mistakes.

  • Robin commented  ·   ·  Flag as inappropriate

    Following on from last comment. When I extract the birthday month, I also extract the birthday so that in the email which goes out before the start of the month the wording is something like 'Happy Birthday for July 23'. The 'July' and '23' are extracted from the member record.

  • Robin commented  ·   ·  Flag as inappropriate

    My current solution to this missing ability to search on the month part of a date field was to add in a new field 'Birthday Month'. This field has a drop down list of months: January, February, March ...

    I then have a saved search where I select the upcoming month and send all of those members a birthday wish email on the last Sunday of the month.

    BTW - do the same for anniversaries.

    Want to do a quick load of this new field to all your members?

    Export for all members their member ID and date of birth to an Excel spreadsheet.

    Use the Excel (or Open Office) functions to derive the month name from the date of birth into a new column.

    Upload the resulting spreadsheet back to WA with the import function.

  • Anonymous commented  ·   ·  Flag as inappropriate

    I need to know who in my membership has a birthday next month (regardless of year they were born) to add to our newsletter. Please make this happen! Current birthday searches allow for current and previous months (not next month) and are year dependent. Please update! Searching for a specific date in history for a birthday is next to useless. We need a report to query month and day only.

  • Duncan Todd commented  ·   ·  Flag as inappropriate

    This is a critical requirement for our non-profit. We are considering moving platforms to get this functionality.

  • Paul Brown commented  ·   ·  Flag as inappropriate

    I want to be able to generate a list of all the April birthdays, for instance. I don't see any realistic way of doing this, where it was incredibly simple to do it in open office or even excel!

  • Duncan Todd commented  ·   ·  Flag as inappropriate

    An absolute requirement for my organisation - please consider implementing! We share birthdays across our full membership base and afford all members the opportunity to wish each other a happy birthday. Thanks.

  • marykathryn commented  ·   ·  Flag as inappropriate

    Birthday emails are a great way to show appreciation to members and let them know we care. As we know, members want to know they are appreciated which equals happy and growing membership numbers. Please make this an option in the future! I don't think making members feel appreciated should be considered " too far from our current product plans"

  • Jens commented  ·   ·  Flag as inappropriate

    I'm not sure if this has been decided, but it's fairly ridiculous that one cannot produce a report of birthdays of membership by month. Am I missing something?

    I get that automated e-mails may be a bridge-too-far... But a simple report of birthdays by month would probably solve most use-cases.

    Unless I'm missing something, 1) this seems like a no-brainer and 2) it seems like it's fairly effortless -- we can already create a report of all birthdays in, for example, August 2015 (for all of our members who are about to celebrate turning three months old).

  • Ed T commented  ·   ·  Flag as inappropriate

    I got a happy birthday from my dentist and thought it was very cool; clearly generated by his practice software but even though i know that still was a nice "personal" touch Invested some time and figured out how to make mailchimp do it and send a happy birthday message with a free coupon. Keep getting "thank you" emails from people who think that somehow I personally did this for them - well I did - kind of. The stumbling block now is I have yet another database (mailchimp) that I need to track and keep updated. Have WA do this would be soooo much easier - it really encourages customer loyalty!

  • csprings commented  ·   ·  Flag as inappropriate

    For my organization I want to assign a region membership flag (NY, NJ, PA) based on the state or zip code.

  • Robin commented  ·   ·  Flag as inappropriate

    Hi Dimitri,

    One of the things that I do is send each of my members birthday wishes in the month of their birthday (usually the last Sunday of the previous month). To this end I have a field which is their birthday date this year. This allows me to have a saved search for all birthdays next month or this month as applicable. This means that every year I need to update the birthday date for the current year as well as recalculate the recipients age for the birthday email.

    Currently I download the membership list into Excel, add in the calculation columns to calculate the updates and then import back into the member data base.

    All very cumbersome, time consuming and error prone.

    Ideally we have fields in the DB that are based on the values of other fields in the DB using standard Excel like functions.

    This would also be useful for concatenating and substringing character fields

  • pirateworge commented  ·   ·  Flag as inappropriate

    Is it possible to allow an automated email to be sent to members on their birthday? It would be a simple email, with a macro to change the name, but that would be sent on each member's birthday to wish them a happy birthday.

    Thank you

  • Robin commented  ·   ·  Flag as inappropriate

    We send out birthday wishes emails to our members. In the contact DB we have fields containing date of birth (month, day and year)

    Ideally we have a function in the email editor of calculating a value based on any of the contact fields


    Dear {Contact_First_Name} {Contact_Last_Name}, all the best as you turn {Current_Year - Contact_DOB_Year} on {Contact_DOB_Month_Full} {Contact_DOB_Day}

    Ideally Contact_DOB is the date of birth and the DOB_Year and DOB_Month_Full and DOB_Day are extracted from that so that the above line resolves as

    Dear John Smith, all the best as you turn 45 on August 24

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