How to Create an Automated Birthday Email Using Salesforce & Pardot

In this video, we cover how to create an automated birthday email using Salesforce & Pardot.
Limitations: It doesn't work for Leap Day (well, it will once every 4 years).

Formula: DATE( IF( TODAY() *GREATER THAN SIGN* DATE(YEAR(TODAY()),MONTH(Birthdate ), DAY(Birthdate )), YEAR(TODAY())+1, YEAR(TODAY())),MONTH(Birthdate ), DAY(Birthdate ))

*YouTube descriptions don't allow for angled brackets, so use the "greater than sign" in place of that text in the formula. Don't include the asterisks.

⚡️ SALESFORCE COURSES:

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[georgeisawesome]

I think a better approach is to create batch job in flow that checks if today is the contacts birthday and checks a box called today is birthday. This way it’s updating which pushes a sync to pardot. Formula fields suck for pardot. Also you can use automation rule instead of engagement program.

[wienerzsolt]

I made a check box formula - "is birthday today?" If the checkbox is checked the dynamic list will trigger the records. In this case you don't need any filed update. My problem with the flow is, I can't define a user as specific sender.
I use this formula for the checkbox:
DAY(TODAY()) = DAY(cxsrec__Date_of_birth__c) && MONTH(TODAY()) =

[watsonshiru]

Thank you for this! Can you use this logic for 1, 5, 10 years anniversaries? Would you need to create a custom field for each anniversary and connect each with Pardot? Then in your engagement studio, you don't need the last step to restart the anniversary dates. OR would you create the formula once for the first anniversary, and use "change Prospect field value" to the next anniversary, 5, 10 etc in the engagement program?

[edouardberiot]

Problem is that your list will include people with a birthday date today or yesterday. So when you'll start your engagement program, it will send happy birthday email also to people with a birthday yesterday. Isn't it?

[Nasrmsaleh]

is there a tutorial about creating Formulas?

[katiek]

Hello, I tested this solution and the Next Birthday field in Pardot did not update during the last step.