Manually update the member Birthday attribute to trigger "member birthday" discount offer.

Setup

Go to Member Attribute page.

  1. Search the keyword to open Member Attribute page.


  2. Select the attribute to update currently date range.
    More Option > Navigate > Attribute > Dynamic Query

    Tips

    Use Search box can easy access the action button/function from current page.





  3. Update the Birthday row for currently month date range. In this case, update to January.
    Please follow the format: 0101..0131 (use ".." between first day of that month and last day of that month)
    Press Close button to exit.


Test/Validation

Select some member record to test the result.

  1. Use the Test Query function.
    More Option > Navigate > Test Query


  2. Select the member contact (PMC000002) which the birthday is May.



  3. System return this birthday not match the setting of birthday attribute.


  4. Select other member contact (PMC0000027) which the birthday is January.


  5. System return this birthday match birthday attribute.