Birthday Engagement Campaign-Need Month/Date not YEAR

Barbara Krause

Hi Everyone,

We began a new Birthday Engagement Campaign a couple of months ago which allows constituents to pledge their Birthday to our organization.



On the sign up form we ask for their Birthday; month, day and year born. We've had a great response but realized the reminder/pledge badge emails to share their birthday with friends/family/social media weren't being sent out. 



In order to finish the last step of this campaign, I need to set of group for each month (Jan-Dec) and schedule the email reminder to go out around the 1st of each month.  Easier said than done....



I'm running into difficulties setting up the groups for each month on this survey. I can't distinguish ONLY the month of each Birthday without also including the full MONTH/DATE/YEAR format.  I'm "creating a query by response" so because we asked for this format, I would have to include everyone in that date range.  Ex: Include date range: 01/01/1968 until ?? How do we ONLY include a specific month range?  Should I try and change the original response field to sort by Month ONLY?  Should I ask for the month, date and year in three seperate entry fields?  Please take a look at my sign-up form at:

http://hcha.convio.net/site/PageNavigator/Engagement_Campaign_Pledge_Entry_Page_2015.html

If anyone has any suggestions on how to finalize this campaign, i'd love to hear your thoughts and ideas!!

Thanks so much,

Barb Krause

Database Manager

Hephzibah Children's Association

bkrause@hephzibahhome.org  

Brian Mucha

If this survey is all finished, then it would be easy to create a segmentation upload from the survey results in Excel.



If data gathering is still ongoing, then I think I would add a MONTH field to key on. Keep the existing date field populating the cons record's DOB field. That's nice data to have.



Have the new field be hidden, and automatically populated from the DOB month select field using some jquery. You can stick that CSS and JQuery in a caption. (untested)



<script>

$("#2500_1421_2_1281_MONTH")<span class="pun">.</span><span class="pln">on</span><span class="pun">(</span><span class="str">&#39;change&#39;</span><span class="pun">,</span><span class="pln"> </span><span class="kwd">function</span><span class="pun">()</span><span class="pln"> </span><span class="pun">{</span><br /><br/><span class="pln">&nbsp;&nbsp;&nbsp; $("#NEWFIELDSLECTOR").val(</span><span class="pln"> </span><span class="com">$(this).val()</span><span class="pln"> </span><span class="pun">);<br /><br/>});</span>

</script>

<style>

    <span class="pln">#NEWFIELDSLECTOR { display: none; )<br /><br/></style></span>



You can then segment using the survey functionality, or have that field update a custom field on the Cons record and use QUERY.



If you do the latter, you can use the survey results so far to create a Custom Cons Update import to populate that custom field on the existing responders.