Send Birthday Emails from Mailchimp

Looking to find easy ways to stay in touch with your customers? Birthday emails are a great way to stay fresh in your customers minds.  Using the instructions below, you'll create a calculated field that only takes the month and the date field from your CRM.  Mailchimp has also built-in tools to help you send birthday emails to your lists. Once the field is added and ready to be used, you can create the Birthday Campaign very easily using Mailchimp's support article.

To Sync the Birthday field to MailChimp (at the contact level):

1. Create a Birthday merge tag in Mailchimp.  Find that process here.
2. Within your CRM, navigate to Admin.
3. Click Studio, then Contacts, then Fields.
4. Click Add Field.
5. Leave the field type as TextField
6. Set the name as mailchimp_birthday (update the display label if desired).
7. Check the box for Calculated Value.
8. Copy this into the formula:

ifElse(
or(
contains(toString($birthdate),"/"),
contains(toString($birthdate),"-")
),
concat(subStr(toString($birthdate),0,2),"/",subStr(toString($birthdate),3,2)),
"")

Note: If your date format starts with YYYY then this formula will not work.

That's it!  Click Save and deploy the updated field.  You'll then use our Field Mapping tool to sync this field to Mailchimp.