I am trying to figure a way to send birthday greetings on someone's 18th birthday through Kentico 11. I am trying to use contact groups, but I don't see a way to identify birthdays through the contact groups.
Is there a way to pull/identify someones birthday from the contact information. Is this custom programming?
Right now I have an excel spreadsheet with birth date and age, but I can't map to birth date and age currently.
Or can I only do this as a scheduled task?
Thanks
Without customizing the Contact record, you'd use a scheduled task. If you have a custom property for the birth date on the contact's record, then you should be able to use Marketing Automation to check that value. Keep in mind, MA uses some sort of trigger to process those records.
It may be better to simply use a scheduled task with a custom email template you can personalize with the contacts information. Run the scheduled task once per day and see if the contact's birthday is equal to the day and month, then send them that email.
Related
I've built a SharePoint calendar that I'm using to track employee vacation time. The employee logs into a PowerApp, enters their information (including the amount of hours they are requesting off) and clicks a submit button. When the submit button is clicked a flow is triggered which generates a "Send an Email with options" to obtain the manager's approval.
What I'm trying to do is total the number of hours that an employee has already taken off for the current calendar year. I need an action that will reference the same list and find all items where the:
Start Date is in the current calendar year
Employee Name is the same as the employee requesting the time off
Status = Approved
And return the sum of the Total Hours Used column for the approved entries for that particular employee.
The idea is that the email that is sent to the manager should tell the manager how much time the employee has been approved to take off so far this year.
I started to construct a Get SharePoint Items action, however, I'm not sure if it will work. Here is what I have:
Anyone have any thoughts?
You have to iterate through all the items & sum it up using Apply to each, Compose and Increment variable pieces together. Read more
For detailed learning - Iterate and get all items from a SharePoint Large List or Library using Microsoft Flow (no-code solution)
I am developing marketing campaign , I want to insert the day name in campaign. I Try to add date using custom field but it is not possible . Please suggest any solution
I didn't find any direct way to get current day in AgileCRM campaigns. However I can suggest using JSONIO node with URL http://www.convert-unix-time.com/api?date=now&timezone=vienna to get current date and time w.r.t timezone. You can use {{localDate}} as merge field wherever you need after JSONIO node.
I need a workflow to track a due date on an issues list and one week before due date send a reminder email.
My workflow is
Add -7 days to CurrentItem:DueDate (Output to Variable:date1)
then pause until Variable:Date1
then email CurrentItem:Responsible
with the email being sent to
CurrentItem:Responsible returned as an email address, semicolon delimited.
This currently isn't emailing my user, but the workflow is completing after the seven day point is reached.
Is there a better way to set up this workflow, or why might this workflow complete but not send the email?
A lot of things can go wrong with mailing from WF.
I would check if the SharePoint-User you have selected actually has an email (and the right one) assigned in SP.
Eventually you can write the mail-address to the log, after the pause, so you really can see if the WF finds it.
In this blog, you can write the mail-address to the log,
Declare due date =29/02/2016 & minus 7 days stored in date variable
This remainder mail through users or author of the item,
Site workflow has been created .we ll run this action site level
Please click Here
Is it possible using FetchXML to find out the Contacts who's birthday is for today? For example 4/1/2000, 4/1/2001, 4/1/2002?
I don't want to write custom code to do this if possible
Thanks in advance
Unfortunately that's not possible without additional coding... General approach is to add 2 fields - day of birth and month of birth, populate it during creation/update of a record and use mentioned fields after.
Have you tried
<condition attribute="birthdate" operator="today"/>
EDIT:
One way to accomplish this would be to create a recurring workflow job that runs a custom activity daily that sets an attribute to true for all the people whose birthday is today.
Another option might be to create a retrieve multiple plugin that changes the query criteria dynamically, but you might need to also include additional attribute(s) to just keep track of the month and day separately from the year.
I am trying to show users with birthday in current month by Content Search Web Part.
Now my main problem is how to get current month in search query. I can get {Today}, but I need get month part of today for query on user profile property with user birthday month.
How I can get this?
Thank you!
check this link on technet, it seems it's a similar question as yours:
http://social.technet.microsoft.com/Forums/sharepoint/en-US/c41c3991-66e3-4ef1-9309-f8d28e39aced/how-to-display-current-month-birthdays-list-using-sharepoint-2010-content-query-web-part?forum=sharepointgeneralprevious