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

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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

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

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  10. 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.

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Test/Validation

Select some member record to test the result.

  1. Use the Test Query function.
    More Option > Navigate > Test Query
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  2. Select the member contact (PMC000002) which the birthday is May.

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  3. System return this birthday not match the setting of birthday attribute.
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  4. Select other member contact (PMC0000027) which the birthday is January.
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  5. System return this birthday match birthday attribute.
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