Update person birthdates to include month and day
Update person birthdates to include month and day
Your CRM has person records with partial or malformed birthdates that hide month/day. It fills and standardizes month and day so sales and marketing can run birthday campaigns same day.
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Overview
Incomplete or malformed birthday fields make personalization and segmentation unreliable for reps and campaign managers. This workflow standardizes month/day and writes a consistent date field so teams can launch birthday campaigns and personalized outreach the same day.