To create or export a list of customers with upcoming birthdays:
- Click Customer > Find.
- On the General tab, check the boxes for Preferred Contact Methods Only (Phone / Address / Email / Social).
- If you only want customers that have email addresses, type =ANY into the Email field. Likewise, if you only want customers that have addresses, type =ANY into the Address field.
- On the Results tab, choose Birthday Celebrant: Either Gender.
NOTE: If you want to target their spouse/partner instead choose Celebrant's Spouse/Partner.
- On the Dates tab, use the Occasion drop-down to set the date range and check Birthday. Also, make sure Ignore Year in Date is checked.
- Click OK to generate the list.
- You can right click here to immediately export OR use the Group / Mailing List button to create a new group or add them to an existing group.
NOTE: You could easily change this to find customers with upcoming anniversaries by changing Results to primary contact, each individually, or couple, and checking Anniversary on the Dates tab.