How to automate email for birthday

Get Help & Discuss Process Studio
1

Hi All,
I want to automate email for birthday wishes. I have following data in excel.
What will be the steps in AE Proces Studio.

Name DOB Email
Mark Oct 15,1999 mark@gmail.com
Henry Nov 10,2001 henry@gmail.com
John Oct 11,2002 john@gmail.com
Arya Oct 15,1975 arya@gmail.com
Rose Jan 13,1985 rose@gmail.com
2

@habibur.rahamanin.d

  • You can first fetch the details using Excel Input Step
  • Set a variable with current date in Modified Java script Step and compare it with Date from previous step.
  • If the date/Month is equal to current date(not year) the you can fetch the email address, name and Send email using Send email step to Specific user.
3

Hi Gaurav,
Thanks for your input. However, I have tried with the same logic before in Modified Java Script Step, but it did not work. The required Email is not getting retrieved. Please note the excel that I used contains one DOB as today’s date (Oct 12).

4

Hello @habibur.rahamanin.d

The code works fine, you can check the demo workflow as below

date_operations.psw (21.8 KB)

5

Thank you for your input.
However, with your given solution it didn’t work either. Later on I found out the actual issue in the code itself. I altered the code logic and it worked finally.

6

Hello @habibur.rahamanin.d

What change you have done? can you share?

7

Sorry for the late reply.
Here is the code that I used:

var dobDateMonth = date2str(DOB, “dd-MM”);
var today = new Date();
var todayDateMonth = date2str(today, “dd-MM”);
var mail;

if (dobDateMonth == todayDateMonth)
{
mail = true;
}
else
{
mail = false;
}

1 Like