Update customer birthday reminder fields three days prior
Update customer birthday reminder fields three days prior
Your customer birthday table misses three-day reminder dates, forcing manual edits before outreach. The workflow writes adjusted reminder fields so coordinators can prepare outreach three days ahead.
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Overview
When pre-birthday reminder fields are missing, campaign coordinators scramble to assemble outreach lists. This flow computes and writes three-day reminder values during the daily run, so coordinators can export ready lists and start outreach on time.