How do I find people with birthdays in a specific month?
You can find all of the people with a birthday in a specific month by using a natural language search in the People section of Cloze.
New Design
The new design greatly expands Cloze's filtering options and combines Audiences with filtering so any filtered view can be saved. You can enable the new Cloze design in Settings.
Tap on the funnel icon at the top of the People screen next to the search box to filter your contacts. You can filter by Stage, Segment, Custom Field, Tags, contact information, important dates, custom fields, and more.
There are two ways to filter
- Enter in the search box along the top of the People section: Birthdays in [the month name]
- Tap on the funnel and filter the view
Tip: you can also tap on the funnel icon and sort by Upcoming Birthdays.
1.) Enter in the search box along the top of the People section: Birthdays in [the month name]
In this example, Birthdays in September is entered.
This will return all of the people that have a birthday in September.
2.) Filter the birthday field based on a range.
Watch this video to filter based on a range.
Bonus: Filter by a relative range (next three weeks)
In the example below, the people section is filtered to show people with birthdays in the next three weeks.
Classic Design
Enter in the search box along the top of the People section:
Birthdays in September
This will return all of the people that have a birthday in September.
You can then easily send a Mail Merge email or create postal labels.
