Tracking birthdays

Learn how to enter, find, and use birthday data in LACRM:

• Enter a contact's birthdate into our default "Birthday" field by hand, or import birthday data in bulk to the "Birthday" field.
• Contacts' birthdays appear on the Calendar, on the Workspace, and in your daily agenda email.
• A contact's age is automatically calculated based on the birthday field.
• Need to find all contacts with birthdays next month? Learn how to filter by the birthday field here.
• Need to find all contact who are turning 65 soon? Learn how to find contacts turning a specific age here.

Learn how to use birthdays for your business:

• Start scheduling follow up tasks: sort your report by “Birthday (relative to today)” and start contacting or scheduling tasks for folks with birthdays coming up soon.
• Export a birthday report and run a mail merge to send everyone a card: make creating and sending cards easier with your word processor’s built-in mail merging tools. We even have a tutorial to help you run a mail merge using your CRM’s data.

Learn how to send birthday emails automatically:

• Sync your LACRM contacts (including the "Birthday" field) with Tarvent: Tarvent is a third-party email marketing tool that will let you schedule emails to your contacts automatically. Learn more about setting up this integration here.
• Create a Journey in Tarvent: This Journey can be set to trigger the day of your conatact's birthday, or any time around it. Schedule an action to send the contact an email. Once this Journey is set up, all your synced contacts will automatically receive birthday emails on or around their birthdays. Learn more about how Journeys work in Tarvent.