Automated Birthday Email for Multiple Birthdays

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What I'm trying to do is send one automated
email to the adopter/member based on their dog's birthdate (some have siblings, some within families and others amongst our member group).  And then send another to our Yahoo group list based on all birthday's for that date (again, we have some siblings, some within families and others amongst our member group) and it would be glorious if it could compute the dog's age based on the birthdate I have in our Emma database.  Any ideas how to accomplish this using two separate templates?  One for individual and one for the group?
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Second Chance Greyhounds

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Posted 5 years ago

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Emily Hollingsworth, Alum

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Hi there -- let me make sure I'm tracking with you here. Are you looking to set up two autoresponders, one to go out for the dogs' birthdays and one to go out for you members' (yahoo list) birthdays? 

If so, you can easily build two separate mailings and set up two separate autoresponders to go to specific groups or segments in your audience. You'll want to first make sure you have your data in order. For example, you'll want to send the second autoresponder to just your yahoo list, correct? So you can import that list into a separate group in your audience and set the autoresponder workflow up to go to only that list. 

You could set the first workflow up to send to a segment that searches for any contact who has data in the "greyhound birthdate" field and send only to that segment. I noticed in your account that you have several greyhound birthday fields. You will likely need to set up a separate workflow for each of those greyhound birthdate fields in order to be able to send those autoresponders to that same owner/member.

Does that all make sense? Let me know if I'm going in the wrong direction here. You might find this article on how to use the automation workflow setup helfpul!
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Second Chance Greyhounds

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Yes, two separate autoresponders.  One for the members listed in our Emma database that fires when a dog (or group of dogs) listed with them has a birthday on {current date}.  The other would be sent to our Yahoo list group email (***@yahoogroups.com) when a dog (or group of dogs) has a birthday on {current date}.  I do believe you are right in that I have to set up separate autoresponder emails for the individual birthdays.  I am seeing that the first one I set up is only catching those birthdays in the 1st Greyhound name field.  So, I should set up four separate autoresponders. That is doable.  The one I'm having the hardest time determining how to set it up is the email to our Yahoo group that would list all dog birthday's for that particular date.  Any suggestions?
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Emily Hollingsworth, Alum

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Awesome -- glad we're on the same page! 

It sounds like your Yahoo group email is a listserv address. If so, we actually don't support sending to them based on our permissions policy and will not opt those addresses back in if they get opted out. 
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Second Chance Greyhounds

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Okay but is there a way to combine all dog birthdays on specific dates for one group email?  Thanks for your help.
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Emily Hollingsworth, Alum

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The workflows that you currently have set up will trigger any time a dog has a birthday. It will send to as many contacts who have a dog birthdate field that matches that day. Would this not also cover the yahoo group addresses?

I'm not sure I'm understanding the distinction between what you want to accomplish with the two autoresponders. It sounds like what you may want to do is send a monthly birthday email to anyone from that list of yahoo addresses (again, you would have to import them all into the audience rather than send to the listserv address) whose dog has a birthday in that month. You could run segments that find any contact whose dog's birthday falls in each month, then set up your autoresponder to send on the first of each month to the designated segment. You would have to keep the content pretty general in this case, maybe using personalization fields to pull in the contact or their dog's name. If you need to customize those monthly emails, for example with the list of dogs whose birthdays fall in that month, you could build your mailing and just manually send it or schedule it to send to that segment, rather than using the automation workflow.

I hope this helps! Let me know if I'm missing the mark here. :) 
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Second Chance Greyhounds

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What I'm trying to do is send one email with all birthdays for that day each day. That email would have the dog's names included who are having that birthday that day..  That probably sums it up better than how I've been trying to explain it.
(Edited)
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Emily Hollingsworth, Alum

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I understand -- so everyone receiving the email will see the full list of dogs who have a birthday on that day. 

Unfortunately, there isn't an easy way to do that using automation. Because the content of your mailing would need to change every day, automating the emails won't be very beneficial. I can't think of a simple way to get that list of dog's into the content using personalization, so you would have to manually edit the content each day. 

I'm circling back here to the idea of doing a monthly birthday email instead. It would take a bit of manual set up, but it would be doable!