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.