Replies posted by Thea

3 Replies

M
Contributor I
michellebiggsContributor I
asked in Campaigns and Flows

Birthday flow setup

thank you very much @dov.derin I think I understand all the steps that you explained, besides the one with the reformatting. So after I do the export in a csv. file I have a LOT(5-digit number) of rows. Some look like this...Some look like this…. And some look like this... As I understood I have to “clean” those so it looks like this at the end:| 1 | Email, Birthday| 2 | xxx@hotmail.com, 01/22/1981 (e.p.)…So if my understanding is correct, how am I supposed to change all of these rows the easiest way? 

10
Dov
2 years ago
M
Contributor I
michellebiggsContributor I
asked in Campaigns and Flows

Birthday flow setup

Hello @Thea, Thanks for your reply and thank you @david.to  for your answer. @Thea, the reason you do not see the option for "Birthday" as a date-based trigger for your flow, is because one or more of the values for the "Birthday" property is incorrectly formatted. The first step of the solution is to create a segment defined like the following: Properties about someone > Birthday > is set (text data type).  ​​ Next, export that segment into a .csv file with the "Email Address" and "Birthday" fields selected (note that only users with an owner, admin or analyst role can export lists and segments) and reformat the dates in the .csv file to ensure they are all in a valid format, typically folks use MM/DD/YYYY.  This should be consistent with the format you’re using in your sign-up forms as well. Next, create a flow triggered off of this segment and use a Remove Profile Property action selecting “Birthday” as the value and then backpopulate the flow using bottom radio button “sche

10
Dov
2 years ago
M
Contributor I
michellebiggsContributor I
asked in Campaigns and Flows

Birthday flow setup

Hello thereI have the same issue. when I want to make a new flow, the Birthday option does not appear as a trigger, although we now have a profile with a Birthday Property, which was generated in a Sign up form. (See the screenshots below). The Format should also be acceptable. (MM/DD/YYYY) 

10
Dov
2 years ago

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