Filter to show contacts turning a certain age

Here's how to find contacts turning a certain age in an upcoming month:

• Go to the main Contact list by selecting "Contacts" in the navigation bar.
• Select "Add a filter" in the "Sort and filter" section on the left.
• In the dialog that appears, choose "Birthday" "is between" and enter the first and last date of the desired date range. For example, "July 1" and "July 31."
• Apply the filter to view all of the contacts with a birthday in that particular date range.
• Next, select "Add another filter" in the “Sort and filter” section.
• In the dialog that appears, choose "Number of years old" "is" and then enter the desired date. For example, "64."
• The second filter will be applied on top of the first to narrow your results further, giving you, for example, a list of everyone who is currently 64 and will turn 65 in July.

If you want to automatically send an email to a contact once they turn a certain age, consider using our integration partner Tarvent to manage that:

• Tarvent is an email marketing tool that is tightly integrated with LACRM's groups and pipelines. You can learn more about the integration here.
• You can sync the Birthday field in LACRM over to Tarvent, and use their automated Journeys tool to send emails to someone when they turn a specific age.
• Additionally, Tarvent can let you segment out your recipients who click on a link or otherwise engage with your email to manage a more detailed follow-up process with them.