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Birthday Report

View upcoming birthdays by month, verify birthdate information, and plan manual birthday outreach for clients and prospects.

Birthday Report

Section titled “Birthday Report”

The Birthday Report provides a list of contacts filtered by birth month, making it easy to identify upcoming birthdays and plan manual outreach.

Use this report to:

Section titled “Use this report to:”
  • View upcoming birthdays by month
  • Create birthday call lists
  • Verify birthdate information
  • Identify contacts missing birthdate data
  • Plan manual birthday outreach

What You’ll See in the Birthday Report

Section titled “What You’ll See in the Birthday Report”

The Birthday Report displays:

  • Name & Contact Details – Name, address, phone number, and email address
  • Birthday – Birth month and day
  • Age – Current age, when a birth year is available

How to Filter the Birthday Report

Section titled “How to Filter the Birthday Report”
  1. Navigate to Reports > Birthday Report.
  2. The upcoming month will automatically populate in the Month filter.
  3. To view a different month, select the Month filter and choose the desired month.
  4. To further refine your results, select Filter.

Available Filters

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The Birthday Report supports a variety of Contact and Product filters, allowing you to narrow results based on contact demographics, assignments, product information, and tags.

For a complete list of available filters and filter definitions, see Understanding Filters in Swivel.

Exporting the Birthday Report

Section titled “Exporting the Birthday Report”

To export the Birthday Report:

  1. Select the Action Menu.
  2. Click Export.

Best Practice

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Use Birthday Automations for ongoing birthday emails and text messages, and use the Birthday Report to review upcoming birthdays, verify birthdate information, and plan personal outreach.

Optional: Send a Birthday Email Campaign

Section titled “Optional: Send a Birthday Email Campaign”

The Birthday Report can be used to create a manual birthday email campaign for contacts with birthdays during a selected month.

How do I create a Birthday Email Campaign Directly from the Birthday Report?

Step 1: Configure the Email Channel

Section titled “Step 1: Configure the Email Channel”

  1. From the Birthday Report, click the Birthday Email Configuration panel.

  2. Select Edit in the Email Channel Configuration section.

  3. Complete the configuration fields:

    • Account
    • Sender Name
    • Email Subject
    • Email Channel Name

  4. Click Save.

Step 2: Create an Email Template

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  1. Navigate to the Email Template section.

  2. Select one of the following:

    • Edit Email Template to use the rich text editor
    • Edit Raw Email Template to create an HTML email

  3. Compose your birthday email.

  4. Click Save.

Step 3: Create and Schedule the Campaign

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  1. Verify the report is filtered to the desired month and audience.
  2. Select the Action Menu.
  3. Click Create Campaign.
  4. Enter a campaign name.
  5. Click Save.

You will be redirected to the Marketing Campaign page.

  1. Navigate to the Media Channels section.
  2. Select the configured Birthday Email channel.
  3. Click Schedule Emails.
  4. Enter the desired send date and time.
  5. Click Schedule Email Delivery.

FAQs

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What is the difference between the Birthday Report and Birthday Automations?

Section titled “What is the difference between the Birthday Report and Birthday Automations?”

The Birthday Report helps you identify contacts with upcoming birthdays and perform manual outreach.

Birthday Automations automatically send emails or text messages on a contact’s birthday without requiring manual action.

Do I need the Birthday Report to send birthday emails?

Section titled “Do I need the Birthday Report to send birthday emails?”

No. Birthday emails can be sent automatically using Swivel Automations. The Birthday Report is most useful for reviewing birthdays, creating call lists, and performing manual outreach.

Why don’t I see a contact in the Birthday Report?

Section titled “Why don’t I see a contact in the Birthday Report?”

Verify that:

  • The contact has a birthdate entered.
  • The selected month matches the contact’s birthday month.
  • Additional filters are not excluding the contact.

Why is a contact’s age missing?

Section titled “Why is a contact’s age missing?”

Age is only displayed when a birth year is available.

Can I export birthday lists?

Section titled “Can I export birthday lists?”

Yes. Use Action Menu > Export to export the report results.

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